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How do I generate a list of contacts with no tasks assigned?

  • 24 August 2022
  • 2 replies
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I
  • Ian
  • New Participant
  • 2 replies

I have task lists. How can I find all contacts with no task assigned?

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Best answer by Michelle from Copper 25 August 2022, 15:30

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Michelle from Copper
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Hi @Ian, thanks for posting! We don’t currently have a feature that shows you which contacts do or do not have Tasks assigned. If you’d like, I can turn this Question thread into an Idea thread for the Product team to take a look at. Let me know if that’s ok!

- Michelle from Copper
I

Hi Michelle thanks for the reply and yes please suggest this as this should be a basic function of any CRM. Can you suggest a work around in the mean time? Periodically I discover important contacts who’ve somehow gone missing in Copper because there is no task. How might I best be able to find these? Also there is a glitch in Copper. If I assign a task, Copper usually assigns a time to the task for which the default is 9am. Periodically there is no default time assigned and therefore the task doesn’t show up. Again, these contacts go missing unless I specifically recall that I need to contact them.

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