How can I customize my task view in HubSpot?

Last updated: November 3, 2017

Available For:

Marketing: N/A
Sales: Free, Starter, Professional
Service: N/A

HubSpot provides a number of options for viewing, filtering, and organizing your tasks.

Viewing your tasks

You can view your tasks in a Table or in a Board view.

Filtering your tasks

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

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

You can 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

You can also use the search bar to locate a specific task.

Changing the displayed columns for your tasks

You can change the columns that appear in the Tasks view. To do so, click Actions Edit columns at the upper right.

In the dialog box that appears, you can search for the column you'd like to add to the Tasks view. Select the box to add the column, and deselect the box to remove the column. Click and drag properties in the Selected Columns section on the right to rearrange the order of columns in your view. 

When you are done, click Save.

Was this article helpful?