CRM

mattscar
メンバー

Saving a new default Task view

解決

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

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Saving a new default Task view

解決

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.

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1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Saving a new default Task view

解決

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.