How do I create a task in HubSpot?

Tasks can be used to organise your to do list to ensure you meet all your deadlines. There is two ways which tasks can be created:

  • Hover over Sales in the navigation bar.
  • Click on Tasks from the drop down menu.
  • In the top right hand corner, click Create task.
  • Fill out all of the appropriate fields for your task.

Or you can create and set tasks from each individual record:

  • Hover over Contacts in the navigation bar.
  • Click either Contacts or Companies.
  • Select one or more records.
  • In the columns section of the record table, click + Create Tasks.
  • Continue to fill out all of the appropriate fields for the task.