Hubspot Task Management: How to Create and Assign a Task to a Contact in HubSpot | HubSpot How To's

Welcome to Neighbourhoods HubSpot How To's series, breaking down step-by-step how to utilise tools and features HubSpot has available on the platform.

In this new HubSpot tutorial, you'll learn how to create a property in HubSpot along with HubSpot best practices.

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See how you can learn at your own pace in this practical series to turn you and your team into HubSpot Pros on Marketing, Sales, Service and CMS Hub here:

Download your FREE PDF Guide on How to Create and Assign a Task on a Contact in HubSpot here:

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Jump to a specific section in the video to learn:

00:00 Introduction to creating a property in HubSpot
00:56 Different types of properties
1:28 Creating a property in HubSpot
4:49 Searching for contact properties
4:56 Outro

Below are the steps to follow:

1. In your HubSpot account, navigate to Marketing and then campaigns.
2. Click the task tab, and click create tasks.
3. Enter the title for the task.
4. Choose task type.
5. Select the campaign you want to associate the task with.
6. Assign it to a team member.
7. Set a due date and due time for the task.
8. Enter any notes for the task.
9. Click Save to save the settings.
10. You can see the task on the calendar at the selected date and time.
11. You can also review, edit, and complete the tasks on the Tasks tab or edit them directly on your marketing calendar.

This is how you can create and manage tasks for your marketing campaigns in HubSpot.

Feel free to leave questions in the comments below and we'll get those answered.

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