Hi,
I would like to create a view, which shows Deal name, Deal stage, Deal owner and the do-to Task associated with it.
Currently I get all Tasks (also those taht have been compelted) in the view, but I only need current tasks. Is it possible?
Thank you!
Hi @AskingForFriend,
Thanks for reaching out to the Community!
This a great question 
I wanted to share this knowledge base article on how to use activity filters such as “Task Status” in HubSpot. These filters can be applied to lists, custom reports, and workflow enrollment triggers. They currently cannot be applied to CRM object views, such as deals.
You can currently only add “Tasks” to a deals dashboard as you noted. 
Have you considered using the Tasks tool itself instead?
You can utilize the tasks views and filters features to accomplish this with a Task view!
You can set up a Task View which displays the “Task Status”, “Title”, “Associated Deal”, “Due Date” and any other details you would like to have a quick overview of on your Task Dashboard:
After you have set up your view, you can edit the filters so that any “completed” tasks are hidden from your view:
Once the tasks view and filters are set up, you can have an overview of your open tasks and their associated deals.
Hope this helps!
Cheers,
Kristen
Hi Kristen,
This is not helpful for looking at all the deals I have in my funnel. I need a way to validate I have an open task for all the companies in my funnel and the only way I can do this right now is to open every deal. What do you recommend?
Hi Kristen,
The problem is quickly correlating tasks to deals and making sure every deal has an open task, which right now the only way I can do it is by clicking through each deal. Is there any way to add these details into the dashboard?
