Tips, Tricks & Best Practices

quiggdavid1406
Member

Can I see if I've forgot to set a task

SOLVE

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.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can I see if I've forgot to set a task

SOLVE

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.

 

karstenkoehler_0-1618417596166.png

 

You can now search for "task" and filter for "Task title is known", for example. HubSpot will return all contacts with tasks:

 

karstenkoehler_1-1618417643699.png

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can I see if I've forgot to set a task

SOLVE

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.

 

karstenkoehler_0-1618417596166.png

 

You can now search for "task" and filter for "Task title is known", for example. HubSpot will return all contacts with tasks:

 

karstenkoehler_1-1618417643699.png

 

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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.