Task Priority Status

Would love to see an option when creating tasks to assign an urgency level. 

 

It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they can sort through those.

 

We are noticing urgent tasks, even when titled "Urgent" are still being missed by our reps.

HubSpot updates
Task Priority StatusHubSpot Product Team
2 weeks ago

@Shades thanks for the feedback. 

 

  • Task priority is supported in company and deal based workflows. Contact workflows are being worked on now. 
  • Could you explain why you want a label for MEDIUM and LOW priority tasks? How do you know when a task is HIGH priority vs. MEDIUM or LOW? And what's the difference between a task that is MEDIUM or LOW priority and NOT a priority?
  • Tasks does support sorting by priority and filtering by priority today. 

Task Priority StatusHubSpot Product Team
2 weeks ago

@VagaeNatus could you explain why the solution provided does not solve your problem?

Task Priority StatusHubSpot Product Team
Re: Task Priority - changed to: Delivered
2 weeks ago

Hi HubSpot Community,

 

Scott from the product team here. We recently released the option to set a priority level on a task to all users. When creating tasks, you'll now have the option to label the task as "high" priority. When working in tasks, you can now also sort and filter by task priority.  

 

Feedback and thoughts welcome!

 

62 Replies
jodivanderlei
New Member

Agreed - The tasks are in ascending order on the portal but not in the Contacts.  It would be extremely helpful for them to be in ascending order rather than descending order in the Contacts for both the individuals and the companies contact areas.

Thanks!

CMYEL
New Contributor

agreed, this would be helpful. The ability to filter tasks on contact properties in general would help our sales team.

MonikaS
Occasional Contributor

I agree, my reps are asking for this functionality as they had it in outreach or Salesforce

Zsolt_P
New Contributor

Another problem is that when trying to filter tasks there is no option to remove completed ones from board view ) unless moved manually) those that are completed should really not show up in there.. 

 

another problem with the searching in tasks that it has an 3character limit in order to proceed so shortcodes doesn't work either. 

 

We come up with an idea that you can enable until "Hubby" as we call itSmiley Happy release some updates on these use 3 character codes and unique identifiers (manually) so you can filter the results e.g. 

fu1, fu2, fu3, call, conn etc. (exclamation marks before these codes can kinda make them priority)

!fu1, !fu2, !fu3, !call etc.etc. 

 

keep up everyone Smiley Happy

 

mallory_gsp
New Contributor

Yes! Especially when tasks involve calling!!!!!!

Jonnybiscuit
New Contributor

This is a critical feature that is misssing from Hubspot.  Every CRM I have used has call/task prioritsation.

 

Will this be added?

woody
Regular Contributor

We have custom properties for contact, deal, company, ticket but no property for task. What?!
I noticed that Task is the most sketchy function in Hubspot, we almost can not customize anything in the Task.

My users constantly ask me to create priority property for Tasks. They expect it to be an indispensable basic function, just like other CRMs. I felt very uncomfortable when answering them that it's a function that Hubspot has not developed, because Hubspot is a high-end product, so ... uhm ... it's bad at basic functions. And they say that such a basic feature is definitely somewhere in Hubspot that I just can't find it. It's hard to explain to them that "No, Hubspot has not developed that very basic function!"

spogue
Top Contributor

Similar to  Zsolt_P, we use a starred system to rank tasks...***** being most urgent hot leads or follow ups, then down from there. I've also seen people use the alphabet A,B,C etc to rank hot leads. It'll work, so long as your workflows name the tasks that way. You'll also need to instruct users to use the same ranking system for them to use it.

 

Its silly to offer Task Queues as a solution. Queues are really the end result of ranking since you can use them for call queues, but for every day usage, not having more filters and sorting abilities hurts the tool's usefulness.

toricook
Regular Contributor

This would be incredibly helpful for sales managers to help their sales team prioritize their most important tasks first.

exploressha
New Contributor

This is a great idea - would really like to see this feature happen!