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CharlieCoyote
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Member since ‎Jul 16, 2018
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raywillow on June 02, 2020
INTEGRATE PROJECTS INTO REPORTS
Currently there is no way to extrapolate task listed under Projects into Reports. You can only show tasks from Sales but not tasks listed under Projects. We need the ability to Filter based on Project and task types as well as associated users.
Reply Idea Marketing Reporting
46 upvotes
11 Replies
CharlieCoyote
Member
April 16, 2021
@SpiderNatalie - completely agree with you. To have so many other pieces of data surrounding projects, the project itself, tasks/subtasks, and th...read more
bobkhattab on December 04, 2020
Projects Dashboard
It would be very helpful to have a dashboard and report section for projects, it should be more advanced to help us look for projects per assignment per task, to see the due tasks in a summary the closed etc... Moreover, it also should be integra read more
Reply Idea Dashboards & Reports
20 upvotes
5 Replies
CharlieCoyote
Member
April 16, 2021
Hard to believe Hubspot has zero reporting functionality on 'projects'. Struggling to understand how Projects aren't a menu tree item, and the fact ...read more
jenguyen on March 19, 2021
Customize User Permissions by Contact Types
I would like to see HubSpot make the User Persmissions functions more customizable for contact records. Currently, there are only a few options: Owned Only, Team Only, Everything, and None. Here's an example where this doesn't work. - I don read more
Reply Idea Account Settings Contacts & Companies Users & Teams & Permissions
2 upvotes
1 Reply
CharlieCoyote
Member
March 21, 2021
Yes, please please make view / edit rights on contacts far more customizable. Currently there are way too many limitations.
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