Unfortunately not, no. The only way to get both contact and task information into the same view would be a custom report. However, in a custom report you couldn't start working the tasks.
I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity and you'll be automatically subscribed to updates.
You can also help other users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too!
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Unfortunately not, no. The only way to get both contact and task information into the same view would be a custom report. However, in a custom report you couldn't start working the tasks.
I'd recommend upvoting and commenting. The product team reviews these requests based on their popularity and you'll be automatically subscribed to updates.
You can also help other users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too!
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Is combing Task filter with Contact filter possible yet?
SOLVE
So what might be a creative way to segment Tasks that can be filtered on that would be similar to what one might hope to achieve with a Properties filter, such as a project or market segment the prospect/task might be related to? Text in the Task title or body? There must be a way to have some filtering capability that helps one to refine Task lists.