Mar 20, 2018 4:07 PM
We are starting to use the projects and calendar within Hubspot and my boss would like high level visibility into Projects. Is there a way to view Projects in Calendar? Right now we can see the task assigned to the Project but not the project in calendar. Or can we create a custom Dashboard for him that shows ongoing Projects?
May 8, 2018 12:02 PM
Oct 9, 2020 1:14 PM - edited Oct 9, 2020 1:15 PM
Hi @kbennett , I'm considering moving my team to use the projects and calenar as well. Just curious how it's gong for you. Do you find it to be a good tool? My team is 9 members and everyone does a pretty good job managing their individual tasks, but I'm just wondering if we are missing some "synergy" or broader view of what everyone is working on.
Nov 19, 2020 12:34 PM
@kbennett @jennysowyrda @br8dychat I'm new to using this and need a high level project view as well. Have you found a way to look at the marketing tactics scheduled in the calendar, without seeing all the tasks? i.e. just the name of the email that is scheduled on a specific date or social post that is scheduled to go out and not all the sub-tasks assigned to build them.