Sorting open tasks by time zone, and creating call tracks
Sorting tasks by time zone: it would be helpful to have the time zone associated with the company/contact appear in a column in "table" view. This way you wouldn't have to click into the profile each time to know if it's an appropriate time to call, and you also would get a nice overview and overall grasp of how you should structure your day of calling based on time zone.
Call tracks: it would be nice to not have to check a box and pick the next time to reach out every time a task is completed. Basically, the idea would be to allow the user to create a template of tasks spaced out to their liking that they could apply to individual accounts/prospects with a single click. When they click the check mark to complete a task it goes away, but the next task would automaticall be set for two or three days later. This means it would populate their tasks based on how often they are set up to call, and tell them what to do based on their pre-determined order of how to reach out to a prospect. You could still push tasks out, but this would automatically keep spacing between activities and automatically populate your tasks for an account. A call track might look something like this:
Now I have time to make another appointment with another customer that day.
In my tasks for this week I only see the task of making an appointment with the first customer.
So I would go to the same city again next week because then the next task for another customer will be shown to me.
At a time when you should plan the route with the upcoming customer visits as effectively as possible, it is important to see the appointments regionally in advance for 2-3 weeks.
in German:
Hallo,
kann mir jemand sagen, wie man die Augaben sortiert?
1. nach Ort 2. nach Zeitfenster 3. nach Fälligkeit
Ich plane in eine Stadt zu einem Kundentermin zu fahren. Jetzt habe ich an diesem Tag noch Zeit einen weiteren Termin mit einem anderen Kunden zu vereinbaren. In meinen Aufgaben wird mir für diese Woche nur die Aufgabe angezeigt für den Termin beim ersten Kunden zu vereinbaren. So würde ich nächste Woche wieder in die gleiche Stadt fahren weil mir dann die nächste Aufgabe bei einem anderen Kunden angezeigt wird.
In einer Zeit wo man so effektiv wie möglich die Fahrtroute mit den anstehenden Kundenbesuchen planen sollte, ist es wichtig auch mal 2-3 Wochen die Termine regional voraus zu sehen.
During the start or end of a workday (especially in the middle of the States here), it becomes ineffective to call prospects in different time zones, and I spend a decent amount of time on workarounds to avoid bothering a prospect when they've already left for the day or are still on their commute.
We know HubSpot has a measure of what time zone someone is in based on IP or other factors, and they employ it to tailor email sends to the recipient's time zone. Let's add a feature to sort our tasks panel by timezone in order to seemlessly prioritize the call tasks that still make sense to ring at 4pm Central.
It's discouraging seeing this suggestion has been out there for years - as I need it, too! I have a sales territory that covers the US and it takes too much time to think of the call time when I am scheduling the next task so all my tasks show as 8am - rather frustrating! I need the time zone to show on Company and Contact records and to be a column I can add in my Task list. Fingers crossed on this!
To be blunt, this is a problem that Outreach.io has already solved. You can very easily and quickly sort your tasks by timezone and you can even make filters that will only show you tasks that are in specific timezones or times of day in their timezones.
Hubspot really, really needs to solve this timezone sorting problem if they want to compete with Outreach in this area.
takes so much time to find out if it's the right or wrong time to call each contact within TASKS since there is no column field for TIME ZONE, TIME, CITY, STATE. It's Oct 2021... To Dev Teams using Agile/scrum, displaying 1 or 2 additional properties should be a simplistic and quick fix available to all those nation-wide callers asking for it by next month, November. Are we at 81 "upvotes" now?
you should be able to determine the time zone based on city, zip or state even.... or phone number prefix even.... so many ways around this, can't be too hard....
If one is looking to efficiently manage their call queues, in order to be as productive as possible, sorting off time zone is needed. Yes, one can find a way to do this manually but as others have shared, this is really a basic sort feature that should be standard.
you're absolutely right Daniel... just one thing though........... city/state/zip........... they're not properties available to add to the task list.
and this issue has been documented since 2017. But, maybe to your credit, are these fields hidden in the free version and available to paid subscribers. If so, there is no message to that effect. And if so, why was this not documented sometime in the past 4yrs in the above replies? Have you seen a task list displaying the city/state?
Nope, there no task property where you can sert by city or state or zip or phone number.... which **bleep**. I'm on a paid plan also, so i don't know if it's hidden for free users. it can't be that in the last 4-5 years no one else has wanted to sort tasks by time zone for calling lol....
Would love to be able to sort my timezone! I'm currently creating 2 queues called 'Eastern' and 'CMP' (Central, Mountain, Pacific) cloning two sequences (One name eastern, the other CMP) and then in the sequence, assigning the call steps to the queue. Hope this helps anyone looking into it! But hoping if we are entering the states in the CSV sheet, there will be some way Hubspot can arrange these states into timezone and have the queues ready to go once uploaded!
To add to this idea, integrate the timezone with the area code associated with each contact and if you are going to call a number with an area code outside working hours, have a pop up message warn you about it.
I(US central time) have called a cell phone early in the morning of a Caliafornia person(2 hours behind) and gotten them before work. Good luck selling to them at that point, right?
