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1620

Modify Home Page "Tasks" Views

Allow for one to modify the layout of the Tasks view off the homepage. I'd like to expose the "Status" field in the view shown on the homepage.

Allow for the Tasks (related list?) to be modified as other related lists can be modified in Salesforce.com now.

Pamela 01/02/07	Merged Idea originally posted 11/15/06 TASKS - ability to Create HOME Page View My group of users want to see the STATUS on their TASKS - currently there is no way to change the view on the Home Page to see this. Hope enough other users would like to see this - thanks!
kayci 01/26/07	Our users would also like to see the Account name in addition to the Contact name in the Home Page task view. Currently they are manually relating all tasks to Accounts so that the account name appears, but sometimes the tasks get related to the wrong account because of similarities in the names. This causes a lot of confusion.
stagemgr 01/31/07	Our users would like to see the above added to the tasks view on the homepage, but would also like to have the phone number of the lead/contact appear in the view. This way they can work directly through their task list for calls.
Pamela 02/20/07	YES - I submitted this under "Change Task Display" if we can get those 100 votes combined with this one - we'll be ahead!
BLLKI 04/05/07	Our users would like to see the 'Status' of each task on the home page. We would also like to be able to change the default on the home page to 'My Open Tasks'.
jleeomc 04/26/07	I'd like the ability to control which columns are displayed. Since our sales staff cover the whole US, each would like to see geographic markers so they can prioritize their tasks.
efritz 05/01/07	I would really like to see this be a feature because there are a few fields that my team needs to see on their "My Task" list.
Candyce 06/15/07	Would like the ability to see tasks they assigned to others as well as their own tasks.
pierre 06/20/07	Merged Idea originally posted 06/07/07 Customize 'My Tasks' in the Home page What about the ability to customize the "My Tasks" list on the Home page? For instance adding the Phone field, or Account fields.
Kissa 06/20/07	Merged Comment originally posted 06/12/07 This was one issue that I was kinda shock that you can't customize when I first started with SF. It shouldn't be that hard to make it so.
Hayley 06/20/07	Merged Comment originally posted 06/13/07 An activity list view can be created for your customizations, but it requires you to go to a different screen. The standards show on the first screen, and your customizations can be made through the Activity List View button on the home page (button next to the single person and multi-person view). Once in that screen, you build your activity views similar to how you build an account or opportunity view. This won't show on your home page, but you will be able to access it for the criteria you requested.
LarryT 06/20/07	Merged Comment originally posted 06/18/07 Merge? http://ideas.salesforce.com/article/show/53168/Modify_Home_Page_Tasks_Views http://ideas.salesforce.com/article/show/56322/Change_My_Task_display_on_the_...
user2006 06/20/07	Merged Idea originally posted 01/10/07 Change My Task display on the Home Page On the Home Page, the My Tasks section has a predefined display of data – so you can only see Complete, Date, Subject, Name, and Related to. Users should have the option to select data they want to display. For example, a user might want to view the Account Site (of Accounts) or the phone number of the account. Everyone has different preference; this display should allow the user to customize it to their preference. Also, the views are limited to Overdue, Today, Today & Overdue, Tomorrow, Next 7 Days, Next 7 Days & Overdue, This Month, and All Open. The user should have the option to customize the view
DrFirstJK 06/20/07	Merged Comment originally posted 01/24/07 Adding to that, dropdown menu, Priority. It would be nice to see just my priorities for that day as well as overdue and tomorrow and next 7 days.
jturner@autobase.net 06/20/07	Merged Comment originally posted 02/16/07 I agree, we should be able to customize the task columns just like a task search layout.
Bugeater 06/20/07	Merged Comment originally posted 04/20/07 Our Users set allot of TASKS throughout the day and need a way to prioritize these - - without the ability to customize the TASKS on the home page this makes the prioritization of TASKS difficult.
LarryT 06/20/07	Merged Comment originally posted 06/18/07 Merge? http://ideas.salesforce.com/article/show/68907/Customize_My_Tasks_in_the_Home... http://ideas.salesforce.com/article/show/53168/Modify_Home_Page_Tasks_Views
marylou Jan 24	It would be very useful to be able to modify the columns on view for Tasks on the Homepage. Partcularly important to be able to add new list view for example 'Completed' to the current options of Today, Overdue, etc. If we want our users to be enthusiastic about Salesforce, we need to be able to make this more useable for them.
mrktguy Jan 29	It would be very useful to modify the colums on the HP view for tasks. I would like to have the contact's phone number and email fields added to the task view on the home page so that if I don't need to see any detail on the contact or the task I can immediately make the call or send an email without leaving the home page.
pingzing47 Mar 20	Yes - we would like to see Type on the home page for tasks in addition to Subject.
Lacertosus Mar 20	The idea has been floating around since 11/15/06 and has 1350 votes! Do something SFDC
debronkart Mar 28	Yeah, this is a nasty one that I'm sure impedes adoption by sales teams. A lot of sales people are very nuts-and-bolts task oriented. Right now, the unprioritized tasks list is as if you had a personal to-do list with 50 items on it and "empty the wastebasket" had the same priority as "put out the fire" and "make a deposit so the mortgage doesn't bounce." For instance if they could sort by opportunity size or stage it would REALLY help them focus.
marekklu Jun 30	Yes this would be very useful, it would also be useful to be able to filter the task view on the home page in a custom way (e.g. show only open tasks for qualified leads as opposed to unqualified leads)
marekklu Jun 30	Yes this would be very useful, it would also be useful to be able to filter the task view on the home page in a custom way (e.g. show only open tasks for qualified leads as opposed to unqualified leads)
ivan_petrovic Jun 30	You can't doa call down on tasks because you can't see phone numbers. You can't hover over contact / account name to view it either. So inefficient. Please do something about this.
ivan_petrovic Jun 30	temporary solution: use console view, create a workflow to close a task (use "update field" and create checkbox that when clicked would change a status of the task to completed) and another workflow with a follow-up date (use it as a trigger to create a future - follow-up task). It works, but I wish it can be easier.
TAlford Jul 14	Would also like to be able to create your own list view over to the right. Or have the following one added "OVERDUE-Yesterday Only" vs all overdue. Currently we have no control on the different view chooses. This would be helpful for many of our sales reps.

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Modify Home Page "Tasks" Views - Salesforce IdeaExchange

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