CRM

SDebiasi
参加者

Filter tasks by creator

解決

Hello everybody,

Is there a way to filter the tasks by creator in the Tasks view? I would like to see the tasks that I created in order to check whether they were completed or not.

An alternative suitable solutions would be to be notified when a task I assigned to some user was completed.

TIA!

0 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Filter tasks by creator

解決

Hi @SDebiasi,

 

This is unfortunately not possible at this stage. Other users have already requested this in the HubSpot Ideas section of the community which is being reviewed by the product team. I'd recommend upvoting and commenting with your use case.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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元の投稿で解決策を見る

2件の返信
ACastro6
参加者 | Diamond Partner
参加者 | Diamond Partner

Filter tasks by creator

解決

There is an alternative. You can create a report and use the property 'Activity created by'. You should use the entity 'Activities' in order to be able to use this property.


Regards,

 

Alexandre Castro

alexandre.castro@insidecenter.com.br

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Filter tasks by creator

解決

Hi @SDebiasi,

 

This is unfortunately not possible at this stage. Other users have already requested this in the HubSpot Ideas section of the community which is being reviewed by the product team. I'd recommend upvoting and commenting with your use case.

 

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.