Sales Hub Tools

JosephineYip
Member

Difficulty Viewing "Assigned Task" by Team

SOLVE

Is there anyway to view full task list (both task created by myself and task assigned by team)? I can't find any way to have this view. It's good that we can have a overview table to see all the task instead of task created by myself only. Any solution?

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Difficulty Viewing "Assigned Task" by Team

SOLVE

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: Is there anyway to view full task list (both task created by myself and task assigned by team)??

 

Short A: You may view HubSpot tasks assigned to individual team members (not the entire 'team').

(see image)

hubspot-tasis-view-for-all-users-gif.gif

 

Longer A:

n/a

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

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3 Replies 3
MFrankJohnson
Solution
Thought Leader

Difficulty Viewing "Assigned Task" by Team

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: Is there anyway to view full task list (both task created by myself and task assigned by team)??

 

Short A: You may view HubSpot tasks assigned to individual team members (not the entire 'team').

(see image)

hubspot-tasis-view-for-all-users-gif.gif

 

Longer A:

n/a

 

Always happy to help you build on HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
JosephineYip
Member

Difficulty Viewing "Assigned Task" by Team

SOLVE

What if the task was assigned by team but not the task I assigned to others?

0 Upvotes
MFrankJohnson
Thought Leader

Difficulty Viewing "Assigned Task" by Team

SOLVE

Sorry @JosephineYip, I don't understand your question. Tasks can't be assigned to a 'team' ... only to individual members of a team.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes