CRM

Andrea_08
Membro

Filter by Name and Company in Tasks

resolver

Hi All,

 
I hope somebody can help:
 
When I filter by name in Tasks and then search for a company name, I don't see all the existing tasks associated with that company. (I wish to see all the open tasks associated with a specific company).
What am I doing wrong?
 
Thanks a lot,
Andrea
2 Solução aceitas
Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Filter by Name and Company in Tasks

resolver

Hi @Andrea_08,

 

Unfortunately the task search doesn't work like that. It will search the title and the description, so the basic workaround is to include things you'd like to search in the description or the title. Not perfect by any means.

 

Check out the note from @MFrankJohnson here. He does a great job explaining how the search function works with tasks (screenshots included).

 

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Exibir solução no post original

Hildegaard
Solução
Colaborador(a)

Filter by Name and Company in Tasks

resolver
0 Avaliação positiva
7 Respostas 7
Hildegaard
Solução
Colaborador(a)

Filter by Name and Company in Tasks

resolver
0 Avaliação positiva
PamCotton
Gerente da Comunidade
Gerente da Comunidade

Filter by Name and Company in Tasks

resolver

Thank you for sharing this idea @Hildegaard, I just upvoted!

 

Kindly,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Avaliação positiva
JudahOME
Participante

Filter by Name and Company in Tasks

resolver

HS should really add the ability to search by company and contact name in tasks

Hildegaard
Colaborador(a)

Filter by Name and Company in Tasks

resolver

Have anyone found an in the forum which can be upvoted?

0 Avaliação positiva
himanshurauthan
Autoridade no assunto | Parceiro Elite
Autoridade no assunto | Parceiro Elite

Filter by Name and Company in Tasks

resolver

Hii there

 

Currently we can only search for a task by name. Moreover if you to a specific company then, you can see the task detials under team activity record.

 

Thanks

Digital Marketing & Inbound Expert In Growth Hacking Technology
0 Avaliação positiva
Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Filter by Name and Company in Tasks

resolver

Hi @Andrea_08,

 

Unfortunately the task search doesn't work like that. It will search the title and the description, so the basic workaround is to include things you'd like to search in the description or the title. Not perfect by any means.

 

Check out the note from @MFrankJohnson here. He does a great job explaining how the search function works with tasks (screenshots included).

 

Josh

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Andrea_08
Membro

Filter by Name and Company in Tasks

resolver

Thanks Josh, that helped a lot.

0 Avaliação positiva