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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
39 Comentários
Emmanouil
Regular Contributor

Fully support this... The choice of columns today is definitely not enough. 

 

marie
Principal conselheiro

 Agree, the task should have more columns for better organization.

SusanneL
Regular Visitor

Yes, I would like to be able to add/edit more colums too: I definitely need COMPANY as a column and preferably INDUSTRY as well, so that I can batch my calls per industry before I start. Sometimes COUNTRY and LANGUAGE would be useful for us international sales people as well.

 

But just the ability to ADD and EDIT columns at will would make the Tasks much much much more useful...!

 

Cheers,

Susanne

SusanneL
Regular Visitor

 

Yes, I would like to be able to add/edit more colums too: I definitely need COMPANY as a column and preferably INDUSTRY as well, so that I can batch my calls per industry before I start. Sometimes COUNTRY and LANGUAGE would be useful for us international sales people as well.

 

But just the ability to  ADD and EDIT columns at will would make the Tasks much much much more useful...!

 

Cheers,

Susanne

SusanneL
Regular Visitor

Yes, I would like to be able to add/edit more colums too: I definitely need COMPANY as a column and preferably INDUSTRY as well, so that I can batch my calls per industry before I start. Sometimes COUNTRY and LANGUAGE would be useful for us international sales people as well.

 

But just the ability to  ADD and EDIT columns at will would make the Tasks much much much more useful...!

 

Cheers,

Susanne

anelson
Occasional Contributor

Would be nice to be able to add company or contact fields as columns when I'm looking in a specific queue to help sort what order I want my tasks in. 

 

Example: We have a time zone field on the company. If I was able to sort my tasks in a queue by time zone, I would be able to easily set up calling the ET first and PT last. 

christrauter
Principal conselheiro

Sales Associates have different needs depending on their industry and type of sale they are working through.  Right now Hubspot has only 6 task properties that are available in the Task Queue Columns and Task Overview.  First, having the ability to offer more Columns will allow sorting of more specific items within a task.  Secondly, offering a task overview (optimally a customizable one) with a wider view of the task will allow a quicker response to each task.

 

I highly recommend enabling additional Task Columns to be added with what works best with each Hubspot user, this will increase the productivity of HubSpot Task product.

courtneycasey
Occasional Contributor

I agree. Having more choices, specifically COMPANY and INDUSTRY, would be very helpful for our sales reps!

David30
New Member

Its insane that you do not have the option of a telephone number on the task dashboard like Salesforce, Pipedive and others. The fact that you have to OPEN the task to get the number to dial is rediculous. There should be an option to add the number so you can dial right away and THEN open the task. As a quick fix and work around, I manually add the number in my task. Added wasted time, but at least its visually present in all my tasks.

Community Manager
Community Manager

Commenting this on behalf of an user:

 

This feature would be very useful as I would like to add more steps which match to our work flow. It would make it possible to manage tasks more accurately.