Tracking who completed a task

[APropst]

Is there a way to see who marked a task off as completed? 

[BukunmiOdetayo · Accepted solution]

Hi @APropst,

Yes, there is a way you can identify who marked a particular task as complete or even manually make any changes to a task in your HubSpot. However, you need to be a super admin to be able to do this.

In your HubSpot, hover over Sales -> Tasks. Then, click on "Add view" and select "Completed".

Please make sure all other filters (assignee, task type, due date, etc) are empty/unchecked to cover every user in your account and give you accurate data. 

Let me know if this helps.

[JBilton5]

Is it possible to report on who actually marked the task as completed?  I get that I can check history, but if I want a live report on a dashboard, is this possible?

[BukunmiOdetayo · Accepted solution]

Hi @APropst,

Yes, there is a way you can identify who marked a particular task as complete or even manually make any changes to a task in your HubSpot. However, you need to be a super admin to be able to do this.

In your HubSpot, hover over Sales -> Tasks. Then, click on "Add view" and select "Completed".

Please make sure all other filters (assignee, task type, due date, etc) are empty/unchecked to cover every user in your account and give you accurate data. 

Let me know if this helps.

[APropst]

I thought that this would work but, all I see are the names of the person who assigned the task and the person it was assigned to. If someone other than the person it was assigned to checked it off - I can't see that. That is the information I'm looking for - not just who it was assigned to. I did follow your instructions exactly as you wrote them.  

[BukunmiOdetayo · Accepted solution]

Hi @APropst,

Please hover over any completed tasks and click "History". This will show you everything.

I added this video too.

[JCrew5]

Is there any way to run a bulk audit instead of having to view the history of each task individually? I would like to see if someone else marked any of my tasks as "complete" by accident. 

[APropst]

Ok! This is the piece I was missing. Thank you so much, I really appreciate it. The video was helpful and I didn't know I had to hover over the task and  click on History. This gave me all of the information I needed!