Sales Hub Tools

Quiv
Membre

Where can I find the Task view?

Résolue

Ok - I have looked absolutely everywhere (but clearly not hard enough) but for the life of me, I cannot find the Task view anywhere in Sales. I can't see a Task board, I can't search for Tasks. I know I've created them against individual contacts, but I don't know how I can view all tasks that I've created.

 

I'm not sure if I'm doing something wrong, or if there is something I haven't activated or something?

 

Thanks for your help!

 

-Scott

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1 Solution acceptée
Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Where can I find the Task view?

Résolue

Hi @Quiv

 

Tasks are a feature of the free CRM, not the HubSpot Sales Pro suite of products. It looks like you might not have the CRM turned on? 

 

Check under Settings > Products and Add-ons.

 

Hope that helps.

Phil Vallender | HubSpot Website Agency

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Anonymous
Non applicable

Where can I find the Task view?

Résolue

Hey @Quiv can you se Tasks on the top navigation of your CRM Account? 

 

Screen Shot 2017-05-02 at 11.39.27.png

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Quiv
Membre

Where can I find the Task view?

Résolue

@Anonymous I can't, actually! This is what I see...

 

Capture.JPG

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Phil_Vallender
Solution
Membre irremplaçable | Partenaire solutions Diamond
Membre irremplaçable | Partenaire solutions Diamond

Where can I find the Task view?

Résolue

Hi @Quiv

 

Tasks are a feature of the free CRM, not the HubSpot Sales Pro suite of products. It looks like you might not have the CRM turned on? 

 

Check under Settings > Products and Add-ons.

 

Hope that helps.

Phil Vallender | HubSpot Website Agency
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Quiv
Membre

Where can I find the Task view?

Résolue

That's what fixed it! Thanks a lot @Phil_Vallender

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