Create filter for Companies without an open task

HubSpot Ideas
1

It would be beneficial to have a filter in the task view to pull up companies / contacts that do not have an open task associated to their record. This provides more insight in a larger database.

2

And for deals…

3

+1 for being able to filter deals that don’t have a next task scheduled

4

This is a much needed feature. I’d like to add a “Deals without scheduled activity” report to our Sales Dashboard.

5

Much needed feature. It shows overdue tasks on deals as no activity. I just want to see deals where there is truly no overdue activity.

6

I’m new to Hubspot and am shocked that it’s impossible to filter Deals without an active task assigned to them. Was using Insightly previously and this view of my deals was one of my go-to sales management reports.

7

On this topic. “Future tasks” for “My Companies” as filter, as well as understanding if there are claimed companies that does not have a future task in the same view.

8

+1 for Deals also. Much needed for our reports to identify Deals with Tasks, and even would be better while filtering according to properties on the Task.

9

Another needed feature - it should be easy to find Deals that don’t have next task schedule.

10

Same here.
Struggling to filter for deals, that have no open task.

11

Same here, i can not belibe that Hubspot doestn have this simple thing, makes task managing useless

12

This needs to happen for deals! We need to know what deals have no upcoming tasks scheduled

13

+1

14

Deals +1

15

Deals +1

16

So important

17

please as I need this in Deal Tags

18

Hvaing to manually open deals to check this takes so much time. Definitely should be able to filter for this!

19

And the opposite… be able to see all companies that have an open task.

20

Deals +1

That said, the suggested workaround as discussed in this post is to use the “next activity date” property. Important to acknowledge that this property considers both tasks and meetings. If next activity date = unknown, there is no future dated task or meeting associated with the deal. If next activity date = known, there is either a future dated task or meeting scheduled. Personally, I’m less concerned with missed meetings / tasks so this works. In our instance, meetings scheduled should live to a single deal stage. If a deal I did not intend to capture in the view is included, it will serve as a good red flag for the salesperson to correct.