In my role as a sales/consultant I offer my services to different clients and it is great to use hubspot crm, connected with my gmail inbox to engage with clients (contacts in CRM) and manage specific details per client (companies in CRM). managing my to do’s per client is a different story.
I would like to be able to track my progress and manage my todo’s per client so I can get a clear overview of what I (and other assignees) need to do per client. For this I would like to be able to pin tabs of tasks, filtered on ASSOCIATED COMPANY (or deal or contact).
Context: The tabs feature on the tasks screen would be perfect. using this I would be able to pin tabs (one for each client) and manage all tasks of all assignees in one overview. assuming I manage roughly ten clients the tasks screen would provide me with enough room to pin one tab per client.
The tabs on the task screen provide filters on the task object itself (or directly related to it) so you can filter on assignee, task type, etc. You can’t filter on associated company, associated contact or associated deal (or any of the properties on those objects) and that is exactly what’s needed here.
So, in short: please add associated object properties as filters to the task screen.