Filter by Name and Company in Tasks

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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
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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

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

 




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Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

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

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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Thanks Josh, that helped a lot.

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Conseiller

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
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