We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).
Apr 14, 2021 12:22 PM
Everytime I speak to a contact I should be set a future task to speak to them again.
Is it possible to filter my contacts and see those who do not have a task assoicatied to them so that I am sure I have one for everyone.
I want to make sure I dont miss any contacts by not setting a task.
Solved! Go to Solution.
Apr 14, 2021 12:28 PM - edited Apr 14, 2021 12:29 PM
Hi @quiggdavid1406,
Yes, this is possible with lists. Navigate to Menu > Contacts > Lists > Contact-based > Active list and find Activity properties in the left sidebar.
You can now search for "task" and filter for "Task title is known", for example. HubSpot will return all contacts with tasks:
You can now build a second list of contacts who are not in the first list. Filter by List membership and "is not member of [first list]". (This also works in under Menu > Contacts > Contacts > More filters.) Those would be all the contacts without an associated task.
Best regards!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Apr 14, 2021 12:28 PM - edited Apr 14, 2021 12:29 PM
Hi @quiggdavid1406,
Yes, this is possible with lists. Navigate to Menu > Contacts > Lists > Contact-based > Active list and find Activity properties in the left sidebar.
You can now search for "task" and filter for "Task title is known", for example. HubSpot will return all contacts with tasks:
You can now build a second list of contacts who are not in the first list. Filter by List membership and "is not member of [first list]". (This also works in under Menu > Contacts > Contacts > More filters.) Those would be all the contacts without an associated task.
Best regards!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |