CRM

Andrea_08
Member

Filter by Name and Company in Tasks

SOLVE

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 Accepted solutions
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Filter by Name and Company in Tasks

SOLVE

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

View solution in original post

Hildegaard
Solution
Contributor

Filter by Name and Company in Tasks

SOLVE
0 Upvotes
7 Replies 7
Hildegaard
Solution
Contributor

Filter by Name and Company in Tasks

SOLVE
0 Upvotes
PamCotton
Community Manager
Community Manager

Filter by Name and Company in Tasks

SOLVE

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

 

Kindly,

Pam

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0 Upvotes
JudahOME
Participant

Filter by Name and Company in Tasks

SOLVE

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

Hildegaard
Contributor

Filter by Name and Company in Tasks

SOLVE

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

0 Upvotes
himanshurauthan
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Filter by Name and Company in Tasks

SOLVE

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 Upvotes
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Filter by Name and Company in Tasks

SOLVE

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
Member

Filter by Name and Company in Tasks

SOLVE

Thanks Josh, that helped a lot.

0 Upvotes