Tasks

How can I customize my task view in the HubSpot CRM?

Last updated: August 10, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

The CRM provides some set options for filtering and viewing your tasks.

First, you can view your tasks in a Table or in a Board view.

Use the left-side menu to view tasks by the following criteria:

  • All tasks
  • Due today
  • Due this week
  • Completed

You can also use the dropdown filters at the top to view by the following criteria:

  • Users/owners of tasks
  • Types of tasks (e.g. To-do, Emails, Calls)
  • Due dates

Or you can use the search bar to locate a specific task.

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