Filtering Tasks by Deal Stage

[ADenicoff]

I am looking to be able to filter my tasks by deal stage. Is this possible? If so, how?

[AJulia]

Filtering tasks by deal stage is an essential feature that greatly enhances productivity and organization within a sales team. By categorizing tasks based on the stage of the deal, teams can efficiently prioritize and focus on activities that align with the current status of each opportunity🙂This filtering capability allows sales representatives to gain a clear understanding of which tasks require immediate attention and which can be deferred. It enables them to allocate their time and resources effectively "-ensuring that they are investing their efforts in activities that have the highest potential for advancing deals to the next stage.

[TomM2 · Accepted solution]

Hey @ADenicoff this currently isn't possible within the default tasks view as the tasks view doesn't support multiple objects within it's filters (tasks and deals). 

If you have the custom report builder however you could create a custom report using both the tasks and deals object to display a table of tasks and display any associated deal stages with those tasks, something like this (mine is showing no value as I don't have associated deals with my demo tasks: 

If you wanted to you could then use the report filter to filter only by a specific deal stage if you wished! 

Hope this helps! 

[GCohen9]

is there a way to add associated deal into the task report info?

[stacy_jenkins]

The accepted solution is great since it gives you more detail and the opportunity to filter by deal stage. If you want to just see the tasks associated with deals on the task tab, click "edit columns" -> search deal -> click "Associated Deal". You can move your selected columns around to make it better for you. We don't like how Status and Title are locked in at the front, but we make do.