CRM

mattscar
Member

Saving a new default Task view

SOLVE

It there a way to set the default task viewing filter?  I have saved a vew but cannot figure out how to make it a default view.  

 

Prior to today I was able to simply go back to tasks and it had the view saved.  Did something change?

 

Thanks

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

Saving a new default Task view

SOLVE

Hi @mattscar,

 

You can make a filtered view the default by clicking the small triangle:

 

karstenkoehler_0-1675056985599.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Saving a new default Task view

SOLVE

Hi @mattscar,

 

You can make a filtered view the default by clicking the small triangle:

 

karstenkoehler_0-1675056985599.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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