Hi all, am looking to bulk delete tasks based on a record’s deal stage. Is there any way to do this? Tried looking for a filters under the task view but it is only limited to task properties at the moment. Would appreciate any inputs!
Hi @JTan14,
Unfortunately, this doesn’t seem to be possible right now. Tasks can’t be filtered by deal property values, neither can deals be filtered by properties of associated tasks.
If you have a Professional subscription, you could create a report on deals and tasks (Menu > Reports > Reports > Create report > Custom Report Builder) to more easily find these tasks. However, this would still not allow for any bulk action.
Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Filter-Tasks-by-other-properties-e-g-company-deal-fields-of-the/idi-p/608027
I’d recommend upvoting and commenting, the product team reviews these requests based on their popularity. You can help others find this request more easily, too, by accepting my reply as a solution. I’d appreciate it.
Best regards!