HubSpot Tasks: A How-To Guide Of Task Management

In this tutorial video, Adriti Gulati from HubSpot introduces HubSpot Tasks, a user-friendly task management platform. She explains how to create, assign, and associate tasks with CRM records. Adriti also covers priority settings, queues, reminders, due dates, task viewing, filtering, completion, reassignment, and reporting features.

Timestamps:
00:00 Introduction
00:40 Create a Task
01:57 Task Queue
03:00 Filter Tasks
04:17 Task Report

About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.

⚠ Disclaimer:
The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.

[peterricoy]

Thanks, that was helpful. Is there a way to create a template set of tasks? For example, every time a new client purchases services, there are all kinds of tasks associated with client intake, gathering information, setting them up in QuickBooks, sending an engagement letter Etc. So is there a way to create a template that I can just copy and repeat every time there’s a new client engagement?

[hypnojunkie]

Can I add two people to the same task? If a manager wants to be added to their employee's tasks in case they didn't get to it. Is there a workflow for this? I am not paying for the service yet, and I know I don't have access to workflow but looking for a workaround

[ma.mermanepomuceno]

You didn't include how to add options (drop-down select) UNDER CATEGORY (field). Would you mind helping me with this? I am very new to using Hubspot.

[Bht]

Why leave the main task page? People like to see the entire list, make a slideout window.

[magicmamashauna]

I don't have a sales tab. I can't figure out how to create a task at all, anywhere. ROAR.