Way To Filter Completed Tasks on Timeline

New Contributor | 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
Community Superstar

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

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.

hubspot-solutions-signature-mfrankjohnson-v03.png

 

www.MFrankJohnson.com

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Reply
0 Upvotes
New Contributor | Gold Partner

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

Reply
0 Upvotes
Community Superstar

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

 #nlmtt #nlmtu

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

Reply
0 Upvotes
Highlighted
New Contributor

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.

Reply
0 Upvotes