Customize the Tasks Columns

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.

HubSpot updates
changed to: Being Reviewed
Apr 28, 2020

Hi HubSpot Community,

 

Thanks for some of the great suggestions for additional columns in Tasks. We're evaluating what some of the most common column types that could be added to the tasks table and will plan to update here if this is something we plan to add to the product. 

 

Thank you,
Scott

51 Comentários
Colaborador Iniciante

I can't seem to add "COMPANY" to my task view.  When dealing with hundreds of follow ups to existing clients, sometimes the name just isn't enough...

Colaborador Iniciante

Please do this. The task list needs to allow the ability to use data from all fields, including custom fields. This would actually make the task list useful and efficient.

Colaborador Iniciante

This simple feature request has just passed it's 2 year anniversary. I added a variation request 5 months ago. What does it take to get product management and development to pay attention. When feature implementaion is this slow, at some point patience runs thin. Progress status from a hub spot representative would be useful. Tim

Colaborador Frequente

Dear Hubspot, please implement this. We have workflows that create tasks for specific people and some of those tasks require that specific person coordinating with the contact owner. Or sometimes they need to create a list based on contact owner ... or company ... or geography. We would LOVE to be able to utilize other columns availble from the contact. Please work on this. Thanks!

Colaborador Iniciante

Agreed, I believe that adding more column properties, like Contact Owner, PC User Count, # of Employees, etc. would make Hubspot Task Queues that more powerful of a tool.

Novo membro

The option to be able to edit/add task columns would be so useful. Current defualt columns are good but very generic and we inparticular would like the option to add further info. 

Colaborador Iniciante

Come on Hubspot, it can't be that hard to fix this. Asking people to click into each and every person is ridiculous. 

Colaborador Ocasional

We'd also like the flexibility to configure the columns - our directors have just requested it. 

They want to be able to park tasks under a discuss in meeting column. 

They want to use the waiting column for 'on customer'

and in progress for 'they can do something about it'

Then a parked for meeting column 'for parking things until they can be discussed. 

They are going to use the waiting column for now. 

Equipe de Produto da HubSpot
Equipe de Produto da HubSpot
Status atualizado para: Being Reviewed

Hi HubSpot Community,

 

Thanks for some of the great suggestions for additional columns in Tasks. We're evaluating what some of the most common column types that could be added to the tasks table and will plan to update here if this is something we plan to add to the product. 

 

Thank you,
Scott

Colaborador Frequente

Agree we would like to see the company name and contact name in the task view. We would also like to be able to customise the task status like you can do for deal or ticket pipelines.

Visitante

Hi, I asked the help center if it was possible to add a column in the pending tasks section with a property related not to tasks but to "Contacts". They redirected me to the thread.

The idea would be to show the pending tasks including a column with the "Anual Income" property of the company so that you could order the tasks from  high to low company´s income to prioritize the tasks with those companies with high incomes.

Regards