Tasks

How can I set a task as completed in the CRM?

Last updated: December 16, 2016

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Marketing: N/A
Sales: Free, Professional

When you've completed your task and want to mark it as completed in HubSpot, there are a few ways you can do that.

Take a look below at the different places you can mark a task as completed in your HubSpot CRM.


From the Contact, Company, or Deal timeline:

  • Navigate to Contacts, Companies, or Deals > click on the name of the contact, company, or deal associated with the task.
  • Find the task in the timeline.
  • Tick the checkbox within the icon beside each task to mark this as completed. 

 

From the Tasks Table view:

  • Navigate to Tasks > click the Table button at the top left (will take you here by default.)
  • Tick the circular checkbox beside each task to mark this as completed. 

 

From the Tasks Board view:

  • Navigate to Tasks > click the Board button at the top left.
  • Drag the task to the Completed column to mark this task as complete.