Overdue Tasks

[Pauldeming]

Is ther a way to run a report for overdue tasks for a sales team?

[GTucker]

Is there a way to modify this to say "due date is before (today)" so that when the automated report goes out each week, it updates itself for today's date? Right now you have to specify a "before" date.

[kvlschaefer]

Hi @GTucker,

Thanks for reaching out!

It is currently not possible to modify the due date to is before (today), however I wanted to refer you to this related post where @karstenkoehler outlines a reporting workaround. 

If you would like this filter to be added to the task reporting feature, I would highly recommend you to please submit this product suggestion to the ideas forum.

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well. 

Thank you,

Kristen

[AMaas1]

Hey there, I don't know if you found a solution that works for you in the meanwhile but since I also had this problem today I wanted to share how I solved this:

Custom report -> Contacts, Sales Activities and if necessary Deals

-> Count of activities

-> Contact owner

-> Activity type -> is any of -> "task", "call" or "meeting"

-> Task status -> is any of -> "not started", "waiting" of "deffered"

-> Activity date -> is before -> tomorrow (includes overdues from e.g. this morning)

I double checked with overdue activities from the task tab and the numbers match.

Hope this helps.

Cheers,

Aurel

[PValvo]

Thank you so much, this sounds perfect! I'm going to do the same.

[GailB]

Thanks @karstenkoehler, have just spent over 30 minutes with HubSpot telling me yet again this isn't possible

[CFitzgerald]

This is just what I was looking for, thank you @karstenkoehler 

[Pauldeming]

Thanks, that is helpful!

[karstenkoehler · Accepted solution]

Hi @Pauldeming,

There are various ways to approach this.

Custom report builder

Navigate to Menu > Reports > Reports > Create report > Custom report builder and select Activities as a data source.

Set a Filter for Actvitiy type is any of Task, Task status is none of Completed and Activity date is more than 0 days ago. For tasks, the Activity date is the due date.

You can then create a table visualization, for example, of the Task title by Activity date and Activity assigned to.

Sales analytics

In the new Sales Analytics (Menu > Reports > Analytics Tools > Sales Analytics > Tasks completed in the left sidebar) you can see tasks by assignee and by status (Not started / Completed):

Task index page

Without a Professional subscription, you would simply have to use the Overdue tab under Menu > Sales > Tasks.

Hope this helps!

[JLindemon]

As a follow up to this -- there's no way to take this a step further and set up a workflow of alerts when tasks are overdue, correct?

[kvlschaefer]

Hi @JLindemon,

That is correct. At the moment, the "overdue" task status cannot be filtered in our workflow tool. 

I would encourage you to upvote this related idea in the Ideas Forum and explain why this feature would be useful in the idea thread. 

Our product team, who monitors the Ideas Forum, will be able to read your use case and take it into account for potential product development.  Thank you! 

Best,

Kristen 

[PValvo]

I would find a custom report for overdue tasks very useful. I would like to include this on my sales management dashboard.

[kvlschaefer]

Hi @PValvo,

Thanks for your feedback! I would recommend upvoting this related idea in our Ideas Forum and commenting there on why this feature would be useful for you. The Ideas Forum is the best place to communicate with our Product Team as they monitor that forum.

Best,

Kristen