Saving a sort order for a "Tasks" view

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

We’d like to simply walk our Tasks view sorted by 'priority", but everytime you open a task and come back, it’s sorted to its default (Last activity) order.

Anyone else get creative here or have other ideas? Many thanks,

2

Hi @RCostello,

For a sorting order to ‘stick’, you need to first save your view, then make it your default view, see screenshot below:

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Best regards!

3

Thanks - while that’s an option for the “out-of-the-box” views, it’s not an option for a view we created".

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Maybe there’s a way to edit those canned views? I’ll investigate more, but appreciate the quick reply!!

Regards,

R

4

Hi @RCostello,

The option isn’t shown because this saved view is apparently already the default one.

Best regards

5

Makes sense - I created it then pinned and moved to the front. That must have made it default without me specifying.

So, I guess we’ll just practice walking through the list without burying into a particular task, and just edit it right there int he list. That will maintain the sort - since the sort order can’t be saved. Thanks again.

Appreciate the help.

6

Glad I could help, @RCostello. It looks like you accepted your own reply as a solution; if you could also accept my answers, I’d appreciate that!

Have a great day!