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Improvements to tasks tool

H guys,

 

It would be extremely beneficial for sales productivity and ease of use if these features and functionalities are a part of HubSpot platform:

  • Within Filtered Views: There's currently no ability to see the associated tasks against the contact/company record and you are also unable to search by task.
  • Within the Tasks Tool: You are unable to add columns like you can in other filtered views, such as contact or company filters.
  • Within the Activity Property: The next activity date is showing you future tasks, but you can't see overdue tasks.

As mentioned it would increase productivity but also ease of use as it would be a lot easier to search and navigate through HubSpot platform.

 

HubSpot updates
2 Kommentare
Jetpiloto
Sachkundiger

Also need to be able to see tasks by Team (or have a checkbox option by each name) in the Task Page, not just each individual. As a sales manager, I need to see all overdue tasks for my team and doing it one by one is inefficient and monotonous.

AmaliaD
Mitwirkender

Hi!

 

It wil be helpful to be able to customize properties in tasks as we do it for contacts/ companies. 

 

Amalia