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leenalzubi
Membro

Reporting on Tasks

resolver

Hi there! 

I am unable to find a filter for task due dates. Is this an error on my end or does hubspot not have this functionality? If not, have you found an alternate way?

 

Thanks!

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jolle
Solução
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Especialista reconhecido(a) | Parceiro

Reporting on Tasks

resolver

Hey @leenalzubi, thanks for reaching out!

 

If you have a Professional subscription or above, you're able to use the custom report builder (more info in this HubSpot Knowledge Base article).

 

Within that builder, you're able to report on a bunch of task properties, including the due date:

 

Screen Shot 2023-03-08 at 8.58.39 PM.png

 

If you don't have access to the custom reports builder, just heading directly to Sales > Tasks and filtering by due date will be your next best bet. 

 

You could also try using the "Next activity date" property on the associated contact/company/deal record, though that property references any future activity, not just tasks. 

 

Hope this helps!!

 

 

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature

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3 Respostas 3
jolle
Solução
Especialista reconhecido(a) | Parceiro
Especialista reconhecido(a) | Parceiro

Reporting on Tasks

resolver

Hey @leenalzubi, thanks for reaching out!

 

If you have a Professional subscription or above, you're able to use the custom report builder (more info in this HubSpot Knowledge Base article).

 

Within that builder, you're able to report on a bunch of task properties, including the due date:

 

Screen Shot 2023-03-08 at 8.58.39 PM.png

 

If you don't have access to the custom reports builder, just heading directly to Sales > Tasks and filtering by due date will be your next best bet. 

 

You could also try using the "Next activity date" property on the associated contact/company/deal record, though that property references any future activity, not just tasks. 

 

Hope this helps!!

 

 

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
leenalzubi
Membro

Reporting on Tasks

resolver

Thank you @jolle, for this and for my other question! 

jolle
Especialista reconhecido(a) | Parceiro
Especialista reconhecido(a) | Parceiro

Reporting on Tasks

resolver

Happy to help 😄

Jacob Olle

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature
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