Is it possible to create a Task list or a Contacts filter that combines criteria from scheduled Tasks with Property values in Contacts?
For instance, all Calls scheduled for today combined with all Contacts with a given Property (time zone, project, etc).
(This seems very useful. As of a couple years ago it was not possible. Maybe it’s been added?)
Hi @rockhero111,
Unfortunately not, no. The only way to get both contact and task information into the same view would be a custom report. However, in a custom report you couldn’t start working the tasks.
Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Better-Tasks-Filters/idc-p/309514
I’d recommend upvoting and commenting. The product team reviews these requests based on their popularity and you’ll be automatically subscribed to updates.
You can also help other users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too!
Have a great day!
So what might be a creative way to segment Tasks that can be filtered on that would be similar to what one might hope to achieve with a Properties filter, such as a project or market segment the prospect/task might be related to? Text in the Task title or body? There must be a way to have some filtering capability that helps one to refine Task lists.