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Keep Upcoming Tasks Always In View. To filter the tasks in the tab you are on click Filter and select the task type due date or priority of the tasks you want to view. To always be able to see your upcoming items dock the Calendar peek to the Outlook window.
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Always display upcoming appointments with To-Do Bar function. In this video see how the Upcoming Tasks view will filter out all completed and late tasks. This can especially useful on a large list of tasks.
To always be able to see your upcoming items dock the Calendar peek to the Outlook window.
In your HubSpot account navigate to Sales Tasks. When a peek is docked or not docked it only affects that view. In your HubSpot account navigate to Sales Tasks. Turning on Sort within sections while in list view will keep your tasks grouped by section and will sort the tasks inside those sections.
