HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

Share this article:

How to create a view and filter tasks in HubSpot

Here is how to create a view and filter tasks in hubspot

First, click on the "CRM" option in the left sidebar menu
Then click on the "Tasks" item in the CRM submenu
Next, click on the "Add view" button in the top-right corner of the Tasks page
Fill in the view name and click on the "Save view" button in the filter toolbar
Click the dropdown menus to quickly filter the tasks (Assignee, Task type, Due date, or Queue)
To add or edit additional filters, click on the "More filters" button
Finally, update the filters and settings for the current view, click Save

Create your own interactive guide with Guideflow

Why should you create a view and filter tasks in HubSpot

HubSpot is a comprehensive platform designed to help businesses grow by optimizing their marketing, sales, and services.

Creating a view and filtering tasks in HubSpot enhances task management by allowing users to focus on what's most relevant to their objectives. By configuring views tailored to specific needs, users can streamline the workflow and manage time more efficiently.

Filtering tasks provide clarity and prioritization, ensuring that only the important tasks are front and center. This helps teams work smarter, improving productivity and collaboration.

Last update

February 10, 2026

Tutorials