CRM

susaning
Participant

SORT, SEARCH, or PRIORITIZE Tasks

SOLVE

Help me SORT, SEARCH, or PRIORITIZE Tasks. 

It'd be valuable to be able to search my tasks by

   *  Task [text] titles 

   *  Priority Levels - sometimes 10 tasks/day out of 50 are CRITICAL and if time

                                   is tight, I want to find them fast. 

    *  Time + Date 

    *  Company name

    *  Contact Name

 

I  will often have about 200 tasks/day,  and I need to be able to prioritize them with STARS or with searchable, or find them more simply (by contact, company, date/time, any text in my description, etc).   Sometimes 10 of them are CRITICAL and TIME is of the essence, and I don't want to lose them in the shuffle. 

 

Anyone else see the value of being able to easily pull this kind of info?  

1 Accepted solution
MFrankJohnson
Solution
Thought Leader

SORT, SEARCH, or PRIORITIZE Tasks

SOLVE

Hope this thread about searching tasks (with examples) helps. If so, please mark as solved.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

View solution in original post

0 Upvotes
5 Replies 5
pereoz
Member

SORT, SEARCH, or PRIORITIZE Tasks

SOLVE

We should be able to drag and drop the tasks up and down to prioritize in the same way we can move them right to left to change stage

asgilroy
Participant

SORT, SEARCH, or PRIORITIZE Tasks

SOLVE

Even if the tasks just showed what stage of my pipeline the deal they are associated to were in I could prioritize based on where they are in the pipeline. 

MFrankJohnson
Solution
Thought Leader

SORT, SEARCH, or PRIORITIZE Tasks

SOLVE

Hope this thread about searching tasks (with examples) helps. If so, please mark as solved.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
ptripodi
Participant

SORT, SEARCH, or PRIORITIZE Tasks

SOLVE

Simply,

we need the possibility to assign a priority level (i.e. 1 to 10) inside a queue.

 

I'm reading a lot of requests like that on the community. 

 

Thank you,

Philippe

 

 

susaning
Participant

SORT, SEARCH, or PRIORITIZE Tasks

SOLVE

Yes, thank you. 

0 Upvotes