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Sorting open tasks by time zone, and creating call tracks

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Status: Delivered
Julian3
Submitted by on ‎Sep 29, 2017 4:33 PM
  • 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:
    1. Day one: call - no vm
    2. Day three: call - vm - send email
    3. Day five: call - no vm
    4. Day seven: call - vm (and so on)

 

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70 Replies
In Beta
Gcone
HubSpot Alumni
HubSpot Alumni
‎Feb 9, 2022 10:21 PM
 
Mateo-Off2Class
Member
‎Feb 9, 2022 10:24 PM
Fabulous! Thanks for setting up the Beta. Looking forward to trying it out.
Mateo-Off2Class
Member
‎Feb 9, 2022 10:25 PM
Thanks Gordon, would love early access.

Mateo
WDeGuenther
Member
‎Feb 10, 2022 9:57 AM
I would love early access to this
TUsher
Member
‎Feb 10, 2022 10:23 AM
We would love early access to this as well.
Delivered
Gcone
HubSpot Alumni
HubSpot Alumni
‎Mar 7, 2022 10:55 AM

Hello HubSpot Community,

 

Sorting tasks by time zone is now live!

 

I hope you enjoy this new addition to the platform.

 

Gordon

Drrewdy
Member
‎Aug 30, 2022 4:17 PM

100%!!! COME ON HUBSPOT!!!!!!

matt-sanders
Member
‎Mar 16, 2023 11:40 AM

How about sorting by task scheduled time?

MarketFit
Member
‎Aug 19, 2024 6:37 AM

The community track here says that this feature request was fulfilled. I do not see it. 

 

What I want is a way to have the call tasks come up only when the time zone of the Contact is within a given calling window. 

 

Is that possible? 

TMORGAN99
Participant
a week ago

This is marked as delivered but I believe the delivery isn't actually what was asked for. Yes you can technically sort by timezone but its alphabetical not chronological. I explain more in my idea here: https://community.hubspot.com/t5/HubSpot-Ideas/Contact-property-Timezone-Ordering-for-Tasks/idi-p/12...