Target Accounts Expired Tasks

SOLVE
LLade
Participant

Hi All

 

With the Target Accounts view, as soon as a task is in the past (ie before "today"), the account shows as no tasks scheduled.  Is there a way of including tasks in the past that have not been completed in this view?

 

Thanks in advance

0 Upvotes
1 Accepted solution

Accepted Solutions
webdew
Solution
Top Contributor | Diamond Partner

Hi @LLade ,


Ans : Unfortunately these are the defaults settings for the Target Account section and currently we cannot make any changes to the page view or the filter that are present there. A lot of people have upvoted the idea here.  https://community.hubspot.com/t5/HubSpot-Ideas/Filtering-ABM-Target-Accounts/idi-p/359804

You can also do the same so that it can be updated fastly ! 

 

The other way around can be that you can create a list of those companies whose tasks date is overdue through a workflow. But you will have to manually check that list. There is no way that you can have this type of view in target accounts section 

So here it goes:

-create a property in company task accomplished on due date having a single checkbox of yes or no 
-Create a static list for saving the target accounts having overdue tasks 
-Create a company based workflow 

NOTE : You have to manually delete the target accounts name from the list after accomplishing the task because the list is static 

webdew_5-1626440752931.png

 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

View solution in original post

2 Replies 2
webdew
Solution
Top Contributor | Diamond Partner

Hi @LLade ,


Ans : Unfortunately these are the defaults settings for the Target Account section and currently we cannot make any changes to the page view or the filter that are present there. A lot of people have upvoted the idea here.  https://community.hubspot.com/t5/HubSpot-Ideas/Filtering-ABM-Target-Accounts/idi-p/359804

You can also do the same so that it can be updated fastly ! 

 

The other way around can be that you can create a list of those companies whose tasks date is overdue through a workflow. But you will have to manually check that list. There is no way that you can have this type of view in target accounts section 

So here it goes:

-create a property in company task accomplished on due date having a single checkbox of yes or no 
-Create a static list for saving the target accounts having overdue tasks 
-Create a company based workflow 

NOTE : You have to manually delete the target accounts name from the list after accomplishing the task because the list is static 

webdew_5-1626440752931.png

 

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards. 

View solution in original post

LLade
Participant

Thanks for the workaround!

0 Upvotes