HubSpot Ideas

NataliaTorres

Filter Tasks by associated with Contacts

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?

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17 Replies
ealberts
Member

Hello,

 

on the task page I'd like to be able to sort tasks by the "associated with" column, which for some reason isn't possible today:

 

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Keger
Member

This would cut my time in half when sorting through and completing tasks. There are so many places to assign a task and some contacts get multiple or duplicate tasks assigned. Being able to tackle one contact and all tasks at once would be ideal.  It can be misleading on how many actual tasks there are if 3 of them are for the same contact.

 

Thanks!

ChaosFreak
Contributor

Actually, this proposed feature is great but could be generalized to be even more useful.

 

You should be able to filter tasks by ANY associated record type (company, contact, deal) in both table and board view.

Cova
Member

Totally agree with this proposal, and I also need to filter tasks by country, I need to call som countries in te morning and som countries in the afternoon. OR if only the contacts could be filteres by tasks....or something like this..

hellowinter
Participant

This is exactly what we need. Our sales reps get duplicate (sometimes +10x) tasks for the same contact, so their outstanding task list shows way more tasks due than necessary. If they are able to sort by "Associated with" they can tackle the contacts that have the most tasks first, and then move on, or remove duplicate tasks. Please, HubSpot, look into adding this. 

 

 

sarinajeann
Member

Yes please! Even just sorting them in alphabetical order would save so much time in the Tasks view

Johann1988
Member

Actually I thought such kind of filtering is some "standard feature" already everywhe....

Filtering is one of the most necessary features for every business process and evaluation.
Please realise this inquiry.
I believe really everyone would appreciate this.

Thanks a lot for your great software, I hope with this it will become even greater 🙂

MLewis5
Member

Agreed! Tasks should be able to be organized/sorted by associated records. The task queue just becomes a big mess otherwise when records have multiple tasks.

JStarr5
Participant

I really need to filter tasks by Company as we want to batch the tasks by companies and do focus days. Is there another way around this?

MorganHenson
Member

Yes! This help me be able to identify if I have more than 1 task for this contact. 

AHeil
Member
Please let us sort by associated Deal.
 
that way we could work directly out of the task screen and close out/move/mass edit tasks for a customer in one place. instead of going into the deal, editing all tasks one by one, and then going back to the task board
 
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ModernHandymen
Member

1000% yes please!! It's so frustrating clicking through pages, especially when trying to delete tasks that are still there but no longer have an "associated contact". I'd rather bulk delete them after filtering vs. manually checking them.... Takes sooo much time that I have to pay a virtual assistant just to do this....

TKarlstrand
Member

Would love this! 

 

And it could be a good idea to have "# of open tasks" for all customers. 

 

As an example you would see that you have 1 Open Task for Customer A. 

GregZ
Member

Badly needed.  Task filters should be the same as Contact/Company/Deal.

ESilva2
Member

Great idea and very useful tool.

Jenny26
Contributor

Yes, HubSpot, please do this for us. We just moved over to HubSpot after decades with an older CRM. I need to find all of the scheduled tasks that do not have an associated contact but are only associated with a company and deal. We have 1000's of records and having the ability to filter my task cue by associated contacts and company would be a huge time save and solve a big problem for me.

 

 

Joacimbr
Participant

What all above said!