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SSVV
Member

assigned employee preset

SOLVE

Hello,

i am new here.

I need a solution, for my tasks.

In the tasks is a preset with assigned employee.

How can i change the preset, so i can see all data, from every one and not only from me. i want that as a preset. Otherwise i have always click on the x to delete the preset. That´s annoying.

 

Thanks for helping dear community.

Regards

Sven

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

assigned employee preset

SOLVE

Hi @SSVV,

 

First, remove the assignee filter (1), then save the view (2). After saving, you can both pin the view and make it the default (3/4).

 

karstenkoehler_0-1675177789539.png

 

Let me know if you have any follow-up questions!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

assigned employee preset

SOLVE

Hi @SSVV,

 

First, remove the assignee filter (1), then save the view (2). After saving, you can both pin the view and make it the default (3/4).

 

karstenkoehler_0-1675177789539.png

 

Let me know if you have any follow-up questions!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.