CRM

SDebiasi
Participant

Filter tasks by creator

SOLVE

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 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filter tasks by creator

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
ACastro6
Participant | Partner
Participant | Partner

Filter tasks by creator

SOLVE

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
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Filter tasks by creator

SOLVE

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.