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HubSpot Ideas

basil

Support Task Due Date in Activity Reports in Dashboards

There is a graph for tasks that are not completed and due, which is great.

 

Screenshot 2020-01-27 at 15.38.22.png

 

However, for me as manager and my team leads, it is hard to check if somebody hits his/her task KPI because we cannot show their open and due tasks (we see our own open and due).

 

To recreate such a graph for each of our team members, we would need the "Task due date" to be accessible as property when creating dashboard reports. But currently the due date is not available in the reports builder (only the create date, which doesn't work for us).

7 Replies
basil
Key Advisor

To ruther explain here: Plotting the tasks according to activity date does not help.

 

Users frequently set follow up tasks for them that are due in 1month, 3 months, 6 months. So if somebody has 100 open tasks that are not yet started, this can mean a person is very performing, because they plan into the future. OR it can mean the performance of the person is terrible because they have 100 not started tasks that are past due. So adding the due date is essential here.

basil
Key Advisor

In fact, the "activity date" is the due date in case of tasks. So the the original request doesn't apply. That said, the wording of the due date is very confusing here... maybe you guys want to change this. For context see hubspot ticket #3039646

So what I miss to create the exact report I want is to filter for "activity date" is before "dynamic today". However, I can work around this by choosing is in the last 365 days.

 

 

LPowers
Participant

I also would like to see the ability to select multiple users for the same report, along with additional options for timeframe such as, anything currently open (even if past due) and including the next some 1 or 2 weeks.  ie) If due date is no later than 2 weeks from today, all tasks that are not closed should show.

JTang
Member

Yeah, this is an unexpected pain - I wanted to create a report to easily tell how many certain tasks are due and rank them by due date to see the upcoming workload.

 

But turns out it's not possible. Bit surprising tbh for such basic report

EHatch
Member

I agree, I went to create a report to include on my dashboard to show my team's tasks and their due dates, but couldn't. I think it would be helpful just for each individual's tasks as well. It would be helpful for me to be able to see all my tasks, when they are due, and mark them done, all from my dashboard.

NicoleJ
HubSpot Moderator

This would very helpful!

Ceridwen1971
Participant

Our Sales Director reports against task due date currently in SalesForce. We are migrating over to HubSpot and need that ability for their reports to be comprehensive and complete.