Filter by Name and Company in Tasks

[Andrea_08]

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

[Josh · Accepted solution]

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

[Hildegaard · Accepted solution]

Add suggestions here: HubSpot Community - Customize the Tasks Columns - Page 5 - HubSpot Community

[PamCotton]

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

Kindly,

Pam

[JudahOME]

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

[Hildegaard]

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

[himanshurauthan]

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

[Josh · Accepted solution]

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

[Andrea_08]

Thanks Josh, that helped a lot.