CRM

KWurbur
Member

filter in task list resets/changes every 10 min or upon page reload

SOLVE
Hi, I am working with the task list a lot (sales -> tasks). Usually my task list is filtered for "assigned to me" and "not started yet" by default. I like that, because it gives me the list of tasks I have to take care of today etc.
But for some weeks now, the default filter changes to "completed" tasks every 10 min or so (or also upon page refresh). I have to filter back to "not started yet" 10-20 times per day, because it resets every 10 min automatically. I dont know what caused this change. And the "save view" button is not solving the issue either. I would appreciate help.
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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

filter in task list resets/changes every 10 min or upon page reload

SOLVE

Hi @KWurbur,

 

Could you confirm that your filtered view is saved and you've made it the default view?

karstenkoehler_0-1708013432857.png

 

If not, that would explain why your view resets.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

filter in task list resets/changes every 10 min or upon page reload

SOLVE

Hi @KWurbur,

 

Could you confirm that your filtered view is saved and you've made it the default view?

karstenkoehler_0-1708013432857.png

 

If not, that would explain why your view resets.

 

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.

0 Upvotes
KWurbur
Member

filter in task list resets/changes every 10 min or upon page reload

SOLVE

i did try the save option before, but was not aware of the "set default" feature. Did this now and at least upon refresh it looks fine.

Hope this solves it long-term. Vielen Dank Karsten!

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