HubSpot Ideas


Easily find all tasks connected to the same workflow

We use workflows to manage things. For instance, we're a financial planning company and have a workflow to complete QCDs on clients' accounts. For that workflow, there are multiple steps and tasks that are assigned to different people. When looking at a client record (for us, company records is what we use), it would be nice to click on one of the tasks and it could bring up all the tasks that are part of the same workflow with that client as the one we just clicked on. Or if there was a way to change the color or something to visually see which tasks are part of which workflows. Otherwise, it's very hard to scroll back to find the tasks to see any info needed.