Sort Task List by COMPANY or DEAL

AHeil · ‎Apr 16, 2021

I'm trying to look at how many open tasks there are (that are due or overdue) for each deal so I can prioritize where to start. If deals have more open tasks, I want to start there because that means I'm falling behind on them the most.

It would be nice to have a more user friendly way of grouping the task list by Company or Deal.

MBing · ‎Jul 14, 2021

I agree. this is basic blocking and tackling for a sale person. I can't believe this kind of functionality (along with a bunch of others I am finding after moving over from a salesforce shop) isn't available. The design should just be to make every column sortable. period. problem solved. thanks for posting this. the voting system is a screwy way to manage it, because most reps dont take the time to go do this. just get frustrated and try to get back to work.

TJones1 · ‎Jan 12, 2022

Definitely need this company sort feature for tasks! I upvote it!

JWilliams13 · ‎May 23, 2022

Also need this...how is this not an option 😞

AStrong6 · ‎Jun 22, 2022

Upvoted. Our sales users requested this today - they would like to sort tasks by Company.

Yupvoted · ‎Jul 30, 2022

This feature needs to be implemented, often users would want to sort the tasks by the companies and work on them together.

This needs to be added here.

JustinMyles · ‎Oct 6, 2022

Why is such a small change so hard to make?

JPaul4 · ‎Feb 18, 2023

Has there been any progress on this? Really need to be able to sort in the task dashboard by deal.

KGrabenstein · ‎Feb 21, 2023

This would solve for SO many challenges when managing tasks for us! Please make this happen!

jtrowbridge · ‎Mar 1, 2023

Frustrating

EJ23 · ‎Apr 4, 2023

Really frustrating not be able to sort the tasks by company... I'm suprise this option doesn't exist 😞

DWolleswinkel · ‎Jul 20, 2023

Hi everyone!

I've found a workaround for this problem. Thought I'd post it here to help out 🙂

1. Create your tasks via a workflow / manually, and add the company name in the title of the task

2. Add all the tasks to a task queue

3. Click on your task queue in the task manager, filter by title and hit start

Cheers!

Deborah

JustinMyles · ‎Jul 20, 2023

Thanks Deborah,

You workaround inspired me to experiment a little, and given I only have a few companies with numeous tasks to track I added a queue name that reflected the company name. I already use your recomended approach to sort my deal view by company name so I know it works but the thought of having to add the company name as a prefix to all objects didn't appel to me. Both approaches work and depending on the user need / territory complexity, pick one that works for you. It's still duplication however and how hard can it be for HubSpot to 'fix'?

AB5 · ‎Dec 24, 2023

I added a property to a Company. I'd like to create a Task View that shows all tasks filtered by Companies that have that property set/not-set as a criteria. It is seemingly impossible with the current version of Hubspot. Seems odd, a glaring oversight, or there is some technical hurdle behind the scenes we are unaware of. Hopefully they fix it soon.

EKnick · ‎Apr 26, 2024

Seriously? Can't sort by company name or filter by company name? I want to find all like customers (by name) that have the same task to view status. Upvote sorting by Company!

helgaraisely · ‎Jul 9, 2024

It would be great to be able to sort by Company if you have included that in the task view.

TSoule · ‎Jan 21, 2025

This one seems like such and obvious one and easy to implement. We should be able to sort by any column without much effort no?

crissyn · ‎Feb 4, 2025

We're new to utilizing the task function in Hubspot at scale, and we were surprised that once we loaded tasks, we weren't able to sort them by all the columns in our view. Currently, associated fields don't support sorting. We would love to be able to sort tasks by any of the columns. I would love to know if someone has found a workaround.

bspiers · ‎Mar 7, 2025

I'd also like to see this feature.

scarlettrowe · ‎Apr 16, 2025

Is this going to be implemented? @hubspot

hhiggins · ‎Apr 28, 2025

Hi everyone! My name is Hallie, and I'm an Associate Program Manager on our CXM team here at HubSpot. I wanted to share that this is now possible within the Sales Workspace, as noted in this product update. I understand this request originally is for the Tasks Dashboard; while I don't have any updates around this feature being implemented there specifically, I will be sure to update this post if I hear anything regarding that. In the meantime, I just wanted to share that it is currently possible in the 'Tasks' tab of Sales Workspace. 🙂