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.

7 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.