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.
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.
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
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!
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.
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.
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.
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.
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.
Being able to add State/Region as a column would be tremendously helpful to help our sales team identify the right people to call at the right time straight from their task dashboard.
I'd like to be able to put State as a column in the tasks view. I'd like to see my tasks / associated company or contact by states so that I can target a state for outreach or call in different time zones when appropriate. Can you please make this happen? 🙂
The new Tasks menu is pretty slick - but you guys left out the ability to add Email as a column header for tasks related to specific contacts. Needs to be there!
Hello. 🙂 The task list is not very effective as it is today. We need the abiltiy to sort on Company Name so all tasks associated with a Company could be completed at one time. In addition, we would like to be albe to sort on Company Time zone so you could prioritize calls and "follow the sun."
We would like to see some custom properties we created under 'Company' on 'Task' columns. One of the customer properties we created is "Lead Status" under 'Company' info. Being able to see this on the 'Task' column will allow us to see which task is related to which customer at which lead status.
