It would be really cool if we had more options for filtering tasks by their associated objects. This is the piece that is most lacking for our company.
Use case scenario 1:
We work with several partners. There is constant communication between us and our partners about current deals, needs, ideas, etc.
Multiple team members use tasks to organize their specific communications with our partners. However, this means that the company page has many, many tasks for different people. When Team Member A calls Partner 1, they need to be able to easily filter for the their own tasks associated to that partner. This could be accomplised 2 ways in HS: 1. An option to filter the task queue for tickets associated to a specific partner. Team members could also create tasks queues for each partner if this were an option.
2. An option to filter the tasks tab on the company page for tasks associated to themselves.
Use case scenario 2: Some members of our teams work through several different objects (i.e. or CEO and Dir. of Ops). It would be really helpful if the task view could be filtered for only tasks associated to specific objects. For example, when our CEO wants to work deals, he would like to be able to filter his tasks to only tasks that are assocaited to deals (excluding the tasks associated to contacts, companies, or our Projects custom object).
Our Sales team's daily routine in our previous CRM was to work through their Past Due / Due Today Tasks that are associated with Deals first as those are the most pressing, and then they move to tackling Tasks associated with Leads next. We are relatively new to HubSpot, and I'm trying (unsuccessfully) to help recreate this similar workflow for them.
The ability for us to filter Tasks into two buckets -- Tasks that are associated with Deals vs Tasks that are associated with Leads (Contacts designated with Lifecycle Stage: Lead) would be ideal for us.
Would be idela if this function existed as our company require this to remove associated companies that should not be added into the created call lists in task.
We have a setup that generates tasks for us as a ticket is moved form one status to the next. This makes our customized Task view a very relied-upon tool for us, where tasks with associated tickets and companies frequently stream in.
1. Simply having the ability to filter these task tabs alphabetically (like you can with the task Titlie) would really improve the user experience in our case.
2. Being able to "toggle"/filter on the selected company/ticket (or any of the task tabs really) with one click would also be very helpful for our everyday workflow with HS tasks.
YES! We need to be able to filter tasks by associations (tickets, contacts, deals) so we can have a consolidated view and easily be able to work through the tasks associated with that Object. The associations are already there in terms of associating a task to those objects so adding the filter should be pretty straightforward. PLEASE!!!?? 🙂
These task filter improvements are still sorely needed for our productivity. I'm sure a lot of people spend a lot of time on HS Tasks. Please prioritize this.
More robust task filtering is a must. I work in Revenue Operations within my company, and our team does a lot of auditing, as well as working through the task queues. Being able to sort by "Associated Deal" or "Associated Company" would be very helpful in terms of auditing and sorting data. Additionally, filtering the Task title would be super helpful, as we use tasks for two different processes. Example: Filter a task title with "contains" (and put in desired phrase/words)
Our use case: we want ot be able to filter tasks based on contact properties. For example, being able to add tasks to your queue based on a prospective student's entry term, major of interest etc. would be really helpful!
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