Open task reports

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Occasional Contributor

I had an employee leave and I want to see his open tasks so I can follow up.  How do you run that report?

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HubSpot Employee

Hey there Matt- Thanks for engaging with the Community! Helped someone with this exact scenario earlier this week.

 

You could do this as a Report (an Activity-based Report, Filtering by Tasks -> Assigned to [User], and Status is Open, Overdue etc), but you can probably get it done quicker by entering Sales -> Tasks and Filtering by that employee name as follows:

 

Capture1.PNG

 

From there, you can reassign the tasks to yourself or another rep for follow-up- Just use the Edit button, and edit the property "Assigned To". Let me know if this makes sense!

 

Stay safe,

Al

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Highlighted
HubSpot Employee

Hey there Matt- Thanks for engaging with the Community! Helped someone with this exact scenario earlier this week.

 

You could do this as a Report (an Activity-based Report, Filtering by Tasks -> Assigned to [User], and Status is Open, Overdue etc), but you can probably get it done quicker by entering Sales -> Tasks and Filtering by that employee name as follows:

 

Capture1.PNG

 

From there, you can reassign the tasks to yourself or another rep for follow-up- Just use the Edit button, and edit the property "Assigned To". Let me know if this makes sense!

 

Stay safe,

Al

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Occasional Contributor

Worked like a charm.  TY!

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HubSpot Employee

Good to hear! Feel free to mark it as a Solution, and have a good one.

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