HubSpot Ideas

cweimert

Create filter for Companies without an open task

It would be beneficial to have a filter in the task view to pull up companies / contacts that do not have an open task associated to their record. This provides more insight in a larger database. 

19 Comentários
RVinge
Participante

And for deals...

YanCarlomagno
Membro

+1 for being able to filter deals that don't have a next task scheduled

MGarvey
Membro

This is a much needed feature. I'd like to add a "Deals without scheduled activity" report to our Sales Dashboard.

MRichardson92
Membro

Much needed feature. It shows overdue tasks on deals as no activity. I just want to see deals where there is truly no overdue activity.

GSomerville
Membro

I'm new to Hubspot and am shocked that it's impossible to filter Deals without an active task assigned to them. Was using Insightly previously and this view of my deals was one of my go-to sales management reports.

PHeurling
Membro

On this topic. "Future tasks" for "My Companies" as filter, as well as understanding if there are claimed companies that does not have a future task in the same view. 

TShma
Colaborador(a)

+1 for Deals also. Much needed for our reports to identify Deals with Tasks, and even would be better while filtering  according to properties on the Task. 

APeddlesden
Membro

Another needed feature - it should be easy to find Deals that don't have next task schedule.

EForss
Participante

Same here.
Struggling to filter for deals, that have no open task.

 

JRuiz1
Participante

Same here, i can not belibe that Hubspot doestn have this simple thing, makes task managing useless

TJones45
Participante

This needs to happen for deals! We need to know what deals have no upcoming tasks scheduled

daintree
Membro

+1 

TRoecklin
Participante

Deals +1

sullyp1ws
Membro

Deals +1

 

MM-Conosco
Membro

So important 

FilipRas
Colaborador(a)

please as I need this in Deal Tags 

KSteffener
Membro

Hvaing to manually open deals to check this takes so much time. Definitely should be able to filter for this!

CPI-Office
Participante

And the opposite... be able to see all companies that have an open task.

JRank
Membro

Deals +1

 

That said, the suggested workaround as discussed in this post is to use the "next activity date" property. Important to acknowledge that this property considers both tasks and meetings. If next activity date = unknown, there is no future dated task or meeting associated with the deal. If next activity date = known, there is either a future dated task or meeting scheduled. Personally, I'm less concerned with missed meetings / tasks so this works. In our instance, meetings scheduled should live to a single deal stage. If a deal I did not intend to capture in the view is included, it will serve as a good red flag for the salesperson to correct.