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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
43件のコメント
thedcteam
一般投稿者

On the Tasks page can we please  have the ability to add a column for the list of tasks that will allow one to filter the tasks by the Deal that the task was created in?

Thank you

asgilroy
新規投稿者

Furthermore we should be able to edit the columns to show any properties associated to the deal that the task is assigned to. i.e: Deal Value, Deal pipeline stage, etc. This is incrediby important for prioritizing tasks. 

asgilroy
新規投稿者

This has been posted in various different ways, but plainly put: Sales reps should be able to edit the columns of the Tasks view to include properties of the Deal, Company, and Contacts the tasks are associated with. Some useful fields for the tasks view just to name a few: 

  • Deal - Value
  • Deal - Pipeline Stage
  • Deal - Last Activity 
  • Company - Name
  • Company - Website 
  • Company - State
  • Contact - Number

The value is that Sales reps need to be able to prioritize their tasks based on what's important to them. For me it's their placement within my Pipeline. "Verbal Yes" gets called before "Low interest". 

 

An example  is my previous CRM Pipedrive. I could work entirely out of their Task view: taskview.png

HannahStream
常連投稿者

 Referring to this post: https://community.hubspot.com/t5/CRM/task-column-properties/m-p/199840#M109612

 

I'm wondering if it could be built in as a new feature.  To allow for more properties to be added to the task queue.

example: adding in links for :  Company website or Company account page 

This would save me a good amount of time, when i have a new task pop up i check their company website to see if anything is new with them and confirm i want to continue to email/outbound them. 

bstock
一般投稿者

The ability to add different columns in task view would be helpful. Particularly the abilty to add "company name" as a column in task view.

mikegays
新規投稿者

Hi guys, it would be very useful to be able to change the column widths when looking at the task table view.

 

There is lots of screen real estate to use but I cant make make the "associated with" column any wider in order to show the full deal name which would be useful.

hnodskov
新メンバー

Our sales team uses both the Contact Owner property for the main sales rep that owns the record and a custom user property Secondary Contact Owner for the account executive that helps nurture the contact closer to a viable opportunity for the main sales rep. Our sales team uses tasks to keep track of follow-up tasks and it would be helpful to add the option for Contact Owner to the options for columns shown in the table view.

CKing
一般投稿者

I love that we're able to export tasks now. However, it's not helpful if we cannot see who the task is connected to during the export. It would be more help if we can add columns such as Associated Company, Associated Deal, Task Status etc. We can add all types of different columns under Contacts, Companies and Deals. It would be greatly beneficial to be able to have those options. It would also be helpful to see the company name in the table view, not just the board view where you have to open the task to see.

  • Due Dates
  • Assigned Dates
  • Contact Name
  • Associated Company
  • Associated Deal
  • Type
  • Queue
  • Status
  • Title
  • Owner
Bflynt
新規投稿者

Additional columns options for the Task table view would be very beneficial. Examples, "Company"; Total # "Calls Made"; "email" etc.

tjgarry
新規投稿者

I'd like to add Queue to the task table view so I can see which queue each task is in without having to filter by queues.  This will help me stay organized and make sure every task is in the correct queue.  Let me know if you need clarification on what I am looking for here.

 

Thanks,

Tim