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Task Section Contact Info

Feature Requests

When you create a task in a deal, and attach it to that deal, it would be useful to have that contact attached to that task.

Currently, when you go to the task section and view a task, you can not see that it is attached to a deal and can not see the deals contact info. This means that when I create a task inside a deal I need to type out the clients full name and phone number in the task, as well as the task due date (since the due date is also not visible in the task section)

I request inside the task section that there are columns for the task due date, and the contact that the task is connected to

Posted by An Anonymous User ·
Status: Planned for V25 comments

This request was merged into another request

Comments5

  • An Anonymous User

    •

    Mar 8

    It would also be ideal to be able to organize tasks by due date. Also, to be able to filter by user vs organize by user.

  • Apex Team

    •

    Oct 13, 2025

    At the moment, the task area requires more time because we need to enter customer information twice to prevent it from being lost. I believe that streamlining this process would significantly enhance our efficiency. Implementing this update would be a valuable improvement, especially since it has been a year since we last addressed these issues in the task area.

  • An Anonymous User

    •

    Jul 26, 2025

    This is an important item that should be added as soon as possible.

  • Jeremy harrison

    Team•

    Jul 2, 2025

    Thank you for this feedback; adding this to our existing Task Overhaul ticket for review.

    Best,

    Jeremy (Product Manager)

    • An Anonymous User

      •

      Aug 1, 2025

      Would also be great if there was a notification the assigned person that they were tasked with something.