Feature Request: Add Upcoming / Past Task Sections Inside Contact Record
N
Nicole Frazier
Hello HighLevel Team,
I’d like to submit a feature request for the task section inside an individual contact record.
Currently, when viewing a contact record, the right-side panel shows tasks in one list. It would be extremely helpful if this section worked similarly to the Appointments panel, where items are separated into Upcoming and Past tabs.
Requested improvement:
Add tabs or sections under the contact-level Tasks panel for:
Upcoming Tasks
Tasks that are open and/or have a future due date.
Past / Completed Tasks
Tasks that have already been completed or had a past due date.
Why this would help:
When reviewing a contact record, our team needs to quickly understand what still needs to be done versus what has already been handled. Right now, completed, overdue, and upcoming tasks can feel mixed together, which makes it harder to quickly assess the status of a client, renter, lead, or active opportunity.
This would be especially helpful for teams managing ongoing relationships, rentals, lease renewals, transaction follow-up, client care, and long-term nurture tasks.
The Appointments panel already has a clean and intuitive Upcoming / Past structure, so adding the same type of organization to Tasks would make the contact record much easier to use.
Thank you for considering this improvement.
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