CRM

Brusilov
Member

Tasks filters including contact properties

HI all,

 

i find very limiting that in the task list manager I can just filter by keyword in the task or by task owner, but not for any properties of contacts on which that task is attached;

 

since I can't create lists of tasks, obviously, not even that solution is possible;

 

I simply want to get rid of all pending tasks (with Owner= "x"), in contacts not assigned anymore to "x";

 

any idea?

1 Reply 1
JessicaH
HubSpot Alumni
HubSpot Alumni

Tasks filters including contact properties

Hi @Brusilov,

 

Thanks for reaching out.

You could create a list and use activity filters to filter for open tasks (see this article).

This wouldn't pull the tasks into the list, but the associated contacts.  So you can go from there.

 

I hope this helps.

Take care!

Jess


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