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.
You guys have amazing ideas and feedback. I've been reading through your feedback on this thread and it has helped me realized that we have been thinking about solving this problem the wrong way. Over the last few months, we have added several new properties on the task app to help customers organize their task better. To name a few:
Contact Email
Contact Phone Number
Contact Job Title
Contact Time Zone
Company Domain
Target Account Status
Custom Objects
Althought these new properties has helped some of you improve your workflow, we still have more work to do. Simply adding new properties doesn't seem like its the right approach. We need to figure out a way that solves for the broader need. I can not make any promises for when this will take place, but I ask that you continue to be patient with us and contine to provide your feedback. We try our best to solve as many customer problems as we possibly can.
I would love to brainstorm on this topic with some of you. If you are interested in chatting on this topic, please DM so we can get something on the calendar.
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.
We would like to have a view of account/contact properties in the task view. The main aim is to be able to better sort/organize/prioritize these tasks and create the task lists according to these properties (sortable and filterable).
We hope more custom properties can be added as task columns as sorting them by postcode/zipcode would be a massive help to our workflow and is primarily why we want to use this product.
Universal Request (i.e. prospecting calls) to add mobile property field to the editing feature so task bar can show multiple phone numbers with extensions (extensions preferrably viewable as a pop-up window once user hovers over phone number). Purpose: All sales people who manage their todo prospecting calls for the day want the ability to view all phone numbers associated with contact(s). Please advise if we can push this up the priority cue and when we can expect. Thanks!
At the moment, some custom properties can't be added as columns to the task view under Sales> Tasks and the columns that can be added are limited to certain default properties. I would be useful to be able to add any property besides of the ones currently availeble in the "edit columns" button
being able to add properties to tasks. For example on companies i can filter for "benefits Renewal" but i can't add that filter for tasks. I know this will help our company a lot and im sure it would help others hubspot users
Please allow me to either sort by Associated Company so at least tasks are grouped by company or to filter by company. Both options would be most helpful
Yes! It would be helpful to be able to add a column in the task view for the associated contact's 'contact owner', it would help us see if the task owner and associated contact owner are different.
I agree, specifically with a custom Company property we'd like to create for time zone. The task view has the option to add HubSpot's time zone property but this is based on IP address and we have issues with the way the dropdown displays. It's confusing and we'd like to create a custom property for time zone that pulls simple time zones (Central, Eastern, etc.) based on contact state. But the main reason we'd go through the effort to create this custom workflow and property would be to use in the task view - which is currently not an option.
