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
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?
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.
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.
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!
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!!!!
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.
@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.
@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.