Way To Filter Completed Tasks on Timeline

Susie_Kelley
Participant | Gold Partner

Having the ability to see when a task is completed would be a helpful metric for sales managers to be able to view. Anyway this can be done?

4 Replies 4
MFrankJohnson
Thought Leader

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Does this post help you? If so, then help others by accepting it as a 'solution' (HubSpot word).

 

Q: Any way to see when a task is completed?

 

Short A: Not currently.

(see default HubSpot Task properties)

hubspot-crm-tasks-view-default-columns.png

 

Longer A:

- see additional info - Is there a way to filter by the date the task was completed?

 

Does that help answer your question? If so, remember to accept this 'solution'.

Best,
Frank

 


Please add @MFrankJohnson to your message if you'd like me to reply.

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www.MFrankJohnson.com

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

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Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
Susie_Kelley
Participant | Gold Partner

@MFrankJohnson Sorry, this doesn't help at all.

0 Upvotes
MFrankJohnson
Thought Leader

Alrighty then ... that's how HubSpot works -- all versions.

 #nlmtt #nlmtu

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

0 Upvotes
freddyfishcakes
Participant

My role is to manage the Hubspot users on our team, and ensure all deals are getting attention they deserve. Being able to filter by deals with no current tasks would be awesome for me so I am able to ensure deals arent getting forgotten about. Or if a team member accidently ticks off a task without doing it.

0 Upvotes