Create Tasks in HubSpot

• Automate tasks based on deal stages.
• Edit, complete, or delete tasks easily.
• Create tasks from Gmail, the HubSpot mobile app, or using workflows.

Task Details

• Title – Enter a name. If you include "call" or "email", it automatically sets the task type.
• Type – Choose Call, Email, or To-do. If using LinkedIn Sales Navigator, select Sales Navigator - Send InMail or Connection request.
• Priority – Set as Low, Medium, or High.
• Associations – Link the task to relevant contacts, companies, deals, tickets, or custom objects.
• Assigned to – Select a team member.
• Queue – Add the task to an existing queue or create a new one.
• Due date & time – Select when the task is due.
• Repeating task (Sales & Service Hub Starter, Professional, Enterprise) – Set tasks to repeat at intervals.
• Reminder – Choose when to receive an email notification before the task is due.
• Notes – Add details about the task.

Ways to Create Tasks

1. From the Tasks Page

1. Navigate to CRM > Tasks.
2. Click Create task.
3. Fill in the task details.
4. Click Create or Create and add another.

2. From Records (Contacts, Companies, Deals, Tickets, Custom Objects)

• Open a record and go to the Tasks tab.
• Click + Create Task and enter the details.
• Click Create.

• Select multiple records in Contacts, Companies, Deals, or Tickets.
• Click + Create tasks at the top.
• Enter task details, then Create.

3. From a Logged Activity (Follow-up Tasks)

• Log a call, email, or meeting, or add a note.
• Select Create a task to follow up and set a due date.
• Click Log activity, Save note, or Send.

4. From Gmail (Chrome Extension Required)

• Click the HubSpot icon in Gmail.
• Go to the Tasks tab.
• Click Create task, enter details, then Save.

5. Using Workflows (Professional & Enterprise Only)

1. In HubSpot, go to Automation > Workflows.
2. Click + Add action.
3. Select Create task under the CRM section.
4. Configure task details (title, type, due date, reminders, priority, etc.).
5. Click Save.

Recurring Tasks (Sales & Service Hub Starter, Professional, Enterprise)

• When a recurring task is completed, deleted, or overdue, a new one is automatically created.
• If an overdue task isn’t completed, both the old and new tasks remain in your list.

1. Click Create task (or edit an existing task).
2. Select Set to repeat.
3. Choose the interval (e.g., every 2 weeks).
4. Click Create.

Set Default Task Preferences

1. Click your account name > Profile & Preferences.
2. Select the Tasks tab.
3. Set defaults for:
   • Due date (e.g., 3 days after task creation).
   • Due time (e.g., 10:00 AM).
   • Reminder time (e.g., 1 day before).
4. Click Save.