Customize the Tasks Columns

tscott

In our company, we use the tasks feature to assign RFQ's/(Deals) to employees. But we do not have the option to customize/edit the columns. We would like to edit the titles and the number of steps in the tasks feature so, we can more accurately show the status of a task.

69 Replies
MBradford
Member

I like the idea of beign able to see the status of contact in tasks column.  One big thing I would like to see as well is a state field added.  I am reaching out from East to West coast, and if I can see the state, city too even, I know then to hold off on calling.  Yes I set my tasks time accordingly to time zone, but when over whelmed and behind on tasks that are overdue, it would be nice to see what state they are in so I am not calling CA at 8am EST.   

jimsicord
Member

Hi community / HubSpot,

 

Love to 'Tasks' tool. However, I wish I could see the 'Outcome' in the columns.

 

I cannot select 'Outcome' as a field with the 'Edit Columns' button, unfortunately. It would help me see deals that closed already much faster. 

 

Who else?

Thanks,

 

DKingTKA
Member

Would be great if we could get the Deal Stage added as a column on the Tasks page. For those who don't use the 'Task Queue' system, it would be handy to quickly identify which deals are in which stage so they can be prioritised over others.

JKibler
Participant

I would like the "association" column to allow me to have the association for a task to be a deal name, not the default company name or contact name.  Alternatively, I would like to be able to add columns for company name, deal name, and contact name in the task list.  This limitation is frustration as my work arounds permeate throughout my system and affect various reporting and other functions.

netaffinitymaja
Participant

I just wonder if there has been any progress on this developement?

 

It would be amazing if we have an option to customize colums of the tasks -  we would love to pull some information from 'about this company' properties to the columns of the tasks

Msyvrais
Key Advisor

Better filtering tools for sorting 

more column view options example country (for time zone management) company name. 

Improve queued tasks - when starting mid list "skip" should not take you back to the first task but continue on in the list from where you began.

Delphine
Member

Absolutely! We do not currently get a goof overview of tasks, as we can not see the company name (bearing in mind a lot leads use  personal email addresses so there is no logo attached to their name) or the country. 

I often have several outbound leads from the same company but located in different countries, it's important to get an overview of who is located where, when I make calls.

LHarris3
Member

Agreed. I currently have to export to excel for our BDRs to see the information they need to dial. I would hope to see any proporty as HubSpot as a column to be added to the task queue. Same as you can add columns in list view. 

MTacawy
Member

It would be super useful for our team to be able to filter the task view by contact information properties. This would really help us work efficiently.