HubSpot Ideas

Flo_bi

Filter Tasks by other properties (e.g. company, deal fields of the one's the task is associated to)

I want to be able to filter tasks by information of other properties e.g. deal that the task is assigned to.


For example I want to see all tasks that are associated to a deal in a certain deal stage.

17 Replies
ThomasBl
Participant

This is necessary to keep track of our tasks and get the job done. For some targets, I have a limited window of opportunity. It is therefore necessary to be able to have a quick visual on the tasks that are linked to these targets

TDriessen
Contributor

We want to be able to split the task view Existing Business of New Business, but this is indeed a deal property. Does someone have a workaround for this?

ThaisCampbell
HubSpot Employee

+1

CibeleCavalli
Participant

This filter will help us a lot! Today we have a team that monitors created/delayed tasks and these filters would be essential!

SBH
Member

+1

TJones45
Participant

It's almost been 2 years now, how is this now avaliable?

 

DPonoroff
Member

Going to keep bumping this one because this iteration of the request has the most votes. Being able to filter tasks by if there's a deal attached (or a deal at a given stage), close date is within 1 month, a contact/company has a certain attribute, etc.  would go a long way towards prioritizing tasks and creating more meaningful views. 

KSchwarzbart
Participant

I don´t understand, why the filter is active for the task itself and the date, but not the company... it´s mandatory 

SKovalev
Member

What is the timeline of this being a reality versus just an idea since it's been already 2 years since the original request? 

YarSam
Member

Filtering all tasks by an existing columb is a basic feature. I can't believe we cant filter the tasks by company... Please get this basic feature integrated.

MMarbach
Member

I agree! we use hubspot for our business and literally this would be how i complete my tasks every day, by filtering the company!!  incredibly frustrating that i have to go into the company itself to see the list, and even this isnt ideal because it will have all my team members tasks as well. please fix this asap!

KOlson20
Member

I find it mindblowing that HubSpot is so powerful and versatile, but cannot filter tasks by company/contact properties. My sales team is extremely inhibited by the lack of this feature. Please add soon HubSpot!!!!

TRobins
Participant

It's very challenging to manage tasks in some organizations that conduct physical prospecting by geographical zones. A salesperson preparing their week in region 'A' needs to see only the tasks relevant to that specific region.

KOlson20
Member

@TRobins I have the same issue working with my sales team. They are extremely hindered by the absence of this simple feature. @hubspot please add this feature soon. 

CPatenaude9
Member

@TRobins @KOlson20 Completely agree - this specific use case was just flagged by my sales team yesterday as a large barrier for them

KOlson20
Member

@MMarbach @TRobins @CPatenaude9 My current (and rediculous) workaround is to use workflows to assign tasks to various queues that are reflective of the company property that I want to filter the task page by. It gets messy pretty quick, but it's better than what @hubspot natively offers. 

MProtasewicz
Member

In my opinion the tasks panel is not finished and  the expectation is to finish that.

 

Lack of filters: you cant chose one companuy to see only tasks for the company

Should be option move Quene before title and treat that like a group - then you get something like gantt view. 

 

Guys we need to manage that are its needs be done on the highest level.