Overdue Tasks --- Adding Filter "By Due Date"

[lleemis]

Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard. 

[lleemis]

Hi everyone! This is being marked as 'Delivered' because there are now options in custom reports to filter for overdue tasks. There is a filter for 'Is overdue' as well as 'due date' that you can filter for to find overdue tasks, as seen in the attached screenshot. 😊

[lleemis]

Hi folks,

We're currently reviewing this idea and looking into adding a status for overdue tasks so that overdue tasks can be reported on. We're still evaluating possible solutions here, but given that we're looking closely at this now, I am flipping the status of this idea to Being Reviewed. 

I will update this status as soon as we have more information. 

Thank you,

Scott

[3rik]

This looks like a very basic & necessary option to show the overdue tasks per sales rep for example.

[EthanR]

Upvote.

[IRab]

We really can't create a report to see how many overdue tasks each rep has?

[SMiller4]

Such a basic and necessary reporting feature needed, how is this not added after two years?

[JAcupinpin]

It would be a big help for our sales team.

[philipB]

We still don't have this? Come on!

[BBrooks]

It is crazy that you dont have this feature.  With 100 sellers it is incredibly difficult to use your product and not switch to Salesloft or Outreach.  Following closely.

[hannahflat]

Yes this seems like a given for reporting on tasks. 

[DJclassic]

We need our Snr Mgmt to be able to see the overdue tasks for their teams in a report, without having to check each individual. Reporting by Overdue for a group of users/team, and also being able to see who the Task Assignee was on each Task is required.

[Paul_bickley1]

A vital function that we need to surface to each rep in our team. It enables them to understands what's on their plate and what they've missed. Salesforce has the capability, trust HubSpot will prioritize this asap. 

[DaniFeldsher]

upvote

[Viddy]

Posting on behalf of my customer: 

Being able to report on the exact number of overdue tasks each user has and being able to use the "due date" property will be highly beneficial for us to keep track of how our sales reps are doing in terms of follow-ups. 

[FahadS]

It's crazy that we still can't filter information based on overdue tasks and have no idea if it will ever get implemented. It's a nightmare to identify and manage deals where there is an overdue task. After years of waiting if things stay this way I might have to stop using HS.

[Jasonpop]

As a manage i am really only interested in tasks that have not been completed ..because there is not a alert foe overdue tasks and they can quite often get missed 

[SNance]

Are there any updates here? One of many features missing that lead me to look for a new crm. The ability to identify overdue tasks in filters seems pretty foundational to have left out. It's already a default queue. Seems like it would be fairly simple to take that piece of code and modify so we can use it in filters.

[Jasonpop]

any update here please? I am only interested in seeing the tasks that have not been completed not the ones that have !! thank you 

[Lee_V86]

Hi @sjudson, 

Can you provide an update on the status of this?

It's been almost two years now since this has been 'Being Reviewed'. Given that it has been looked at closely we're hoping there might have been some progress made?

Thanks, 

Lee

[jmbray]

+1 for this request

[JAcupinpin]

Are there any update on this?

[3rik]

I have an update. Migrating to Salesforce by April 17th.