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bobby-hawk
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Member since ‎Mar 14, 2022
  • solutions
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  • Replies
    3
  • Upvotes Given
    3
  • Upvotes Received
    5
  • Ideas
    4

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Bob Hawk

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Solved
bobby-hawk on November 09, 2023
Hello, I have created lots of tasks. I would like to filter them based upon data from the company file. Example: I have Customers and Prospects, I'd like to filter my tasks based upon Customer or Prospect Data. I really need to see some of th read more
1 upvote
3 Replies
Participant
November 09, 2023
Hi Pam, Thank you for helping me. You lost me at step #4 4. Use the filter options to select the desired company property, such as the account mana...read more
Solved
bobby-hawk on November 09, 2023
Hello, I have created lots of tasks. I would like to filter them based upon data from the company file. Example: I have Customers and Prospects, I'd like to filter my tasks based upon Customer or Prospect Data. I really need to see some of th read more
1 upvote
3 Replies
Participant
November 09, 2023
Hi Pam, Thank you for helping me. You lost me at step #4 4. Use the filter options to select the desired company property, such as the account mana...read more
bcg on April 17, 2023
As a user, I would like to be able to create a task list that is filtered by the task ‘TITLE.’ Currently, we can filter tasks using the ‘Search task title’ bar but we’re unable to save filtered tasks lists based on the task title.
5 upvotes
7 Replies
Participant
October 23, 2023
This is important to me too... please add the ability to filter based upon something in the title
bobby-hawk on August 03, 2023
I find hubspot grids functional but they could be better with some subtotals or counts or more filters at the top of each column, similar to Excel. I don't want to go to the reporting section all the time to get totals.
0 upvote
0 Reply
Solved
bobby-hawk on July 05, 2023
I am trying to filter my grid of tasks. I was looking under More Filters for Title. I'm looking to exclude tasks with "XYZ". The Title field is not a field that I can select. Why wouldn't Title be a field in this view?
3 upvotes
2 Replies
Participant
July 07, 2023
Thanks for the reply, maybe the developers will see this and take a look at this missing functionality.
Solved
bobby-hawk on July 05, 2023
I am trying to filter my grid of tasks. I was looking under More Filters for Title. I'm looking to exclude tasks with "XYZ". The Title field is not a field that I can select. Why wouldn't Title be a field in this view?
3 upvotes
2 Replies
Participant
July 07, 2023
Thanks for the reply, maybe the developers will see this and take a look at this missing functionality.
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