Better Tasks Filters

[NataliaTorres]

When I am looking tasks I can filter by state, title, type, date and the owner of the task but I can´t filter by the contact or deal thats is associated with the task and it`s makes difficult the work of my team, because we need to know if a contact or deal has more than one task associated. Can you add the filter for this option please?

[JAvitable]

We really need the ability to sort/filter Tasks not only by the Contacts/Companies/Deals with which they may be associated, but also by properties of those associated records. For example, filter/sort Tasks based on the State of the Company to which it is associated, or filter/sort Tasks based on the size of a Deal to which it is associated, etc...

[EFranco]

Bump - Would love to be able to filter tasks by lead status or another contact property. 

[jmbray]

+1 Yes, please! I'd like to be able to Sort Tasks with associations to Deals, Contacts, and Companies.

I'd also like to be able to Filter on Tasks with associations to Deals, Contacts, and Companies at least being Known or Unknown. 

[MLiberato]

Hi team! is there any update about this request? It would be very useful 🙂 

[Liselvanessa]

Hi team, I agree with you. This actualization would be amazing! 

[EMangrum4]

Sigh...really excited to find this was already requested, but really disappointed to see no action on it after almost 4 years. Please give us this option, it would allow for much more expedient cleanup of duplicate tasks (which is another issue for another day - really wish recurring tasks generated after the Due Date has passed, not on the Due Date).

[Keger]

Dear Hubspot,

Is there a specific reason this function is not being made available?? It seems incredibly odd that there has been no effort to make it happen or communication on why it can't. 

[Schifft]

Still so disappointed this is not a feature. The data is available, its just not sortable. This is a major design flaw on Hubspot's part and is causing your users probably THOUSANDS of HOURS of time trying to work around, not to mention your support teams too. 

It is causing our sales team to overlap outreach because there is not an easy way to sort tasks, so teams are unaware that different leads within the same company have tasks assigned.  

A support rep was able to help me set up a list with contacts with tasks associated with them, which I can sort, but it does not have the task data visible in the list. 

At this point, you are really IGNORING your users who deserve this BASIC feature.

[ABeian]

+1

We need to be able to create the Tasks Views by using the same filters we have in the other objects views.

The Queue feature is ok, but it would be much easier to just be able to create a View based on the "Task Title contains XYZ"!

[SNazaran]

+1  Completely baffled that I am unable to filter my task list by "title".   A lot of our automations create tasks with standard names that I can use to filter the tasks into groups.     Why is such standard filtering not available?

[TH7]

+1 

Trying to delete tasks based on a contact property but cannot filter to the right subset.

[ElBr]

We really need to be able to filter per title. As some users works in several teams, we user a naming convention when creating the tasks for the user to easily know what process/ teams it's associated with, however, when I'm not trying to create a different view for this user using the titles - I can't. All tasks are now in one bucket which makes it very unorganised 

[AEdeburn]

+1 - I want to be able to filter by task title.

[FBadda]

You can't filter on task title, which is weird. 

[MAnderson17]

Yes.  Please address these issues for everyone so the software serves the end user more than the end user serves the software. 

Over here we needed to be able to add a Property to [TASKS - OVERDUE] where we can get "caught up" the smarter way by prioritizing all those Tasks by adding a new property where the end user can specify to sort the Overdue Tasks according to [those Contacts who have actually made a purchase from us] within the past 12 months (end user should specify the # of months).  In other words, bring the more important Contacts (those who actually buy) to the top of the list. 

In hubspot language, their Total Revenue for the last ___Months should be greater than $___.  (End user specifies the 2 numerical values.)

Thank You.

[KandCompany]

Hey Hubspot, Checking in on this. Its seems like there are many similar ideas submitted but this is the most clear and oldest. 

To effectively prioritize tasks, we need to be able to filter based on contact properties! Thank you!

[MGan]

Commenting on behalf of a customer - it would be useful to be able to filter tasks by other contact properties or Lead stages

[ACroghan]

Also, being able to filterto where task source is = "Sequence" and where the associated contacts are still enrolled in the same sequence is needed. This way if contacts leave the sequences (or are removed) and there were tasks created, we can bulk delete them to help ensure a clean CRM. 

[CassD]

Need to be able to filter by task title

[OliverWheelie]

Wow, this has been a request for FIVE years? Sorry to be negative here but this is causing me a lot of pain. Here is the clinical description:

I enroll multiple contacts per company in sequences, which contain task-based emails that need customization. Right now I have no easy way to sort the task order by the desired contact property (in this case Market). What I am forced to do is open each company who matches the Market property (obviously there is a corresponding Market property associated with companies), open a tab for each contact enrolled (which isn't all of them so I have to parse which ones are in the sequence), and then click tab by tab to complete tasks one market at a time.

If the right people saw what I had to do in my workday just to adapt to HubSpot's limitations, I think they'd feel embarassed! I know you have to prioritize a LOT of projects and a lot of customer pain, but c'mon, sorting tasks by contact properties? Basic.