Tasks

How do I create a task in the CRM?

Last updated: March 30, 2018

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In the HubSpot CRM, you can create tasks from the associated contact, company, or deal record, from your sales pipelines, or from the tasks dashboard. You can also create tasks from the HubSpot app on your mobile device. 

Desktop

From the contact, company, or deal record:

  • Navigate to Contacts, Companies, or Deals. 
  • Click on the name of the contact, company, or deal that you want to add a task for.
  • Click the Create Task tab.
  • Enter the details for your task. Click Add details to add more information to your task like due date and type. You can include "call" or "email" in the title of your task to automatically assign the corresponding task type. 
  • Click Save task.

If you're a Sales Professional user, learn how to automate tasks on deal stages in your sales pipelines here.

From the tasks dashboard:

  • Navigate in HubSpot Sales to Tasks.
  • Click the Create a task button.
  • Enter a title and adjust due date as needed (these can both be edited later). You can include "call" or "email" in the title of your task to automatically assign the corresponding task type.
  • Click Add Task or Add and edit to view more editing options.

  • Once your task has been added, click on the name of the task from the list to add more details like due date, type, notes, etc.
  • Click Save to save your changes.

From a sequence:

  • Navigate in HubSpot Sales to Sales Tools > Sequences.
  • Select the Tasks tab from the left sidebar menu, then drag Add a custom task into your sequence.
  • Specify the desired delay for the task, or select No step delay to create the task immediately after the previous sequence step.
  • Click the pencil icon in the upper-right corner to edit the task details.
  • If desired, use theTask queue dropdown menu to add this task to one of your existing task queues.


Mobile

iOS

  • Navigate to the HubSpot app.
  • On the Digest tab, scroll to the Tasks section and click the plus icon (+)

  • Set a title, type, and due date for your task. By default, the task will be assigned to you. Press the Assigned to field to change the assignee. Press the Associated ContactCompany, or Deal field to select records to associate with this task. 

  • Click Save.

You can also add a task from a contact, company, or deal record by clicking Add note, activity, or task at the top of the timeline and selecting the Task tab. 

Android

  • Navigate to the HubSpot (CRM & Sales) app. 
  • Press the Tasks tab and click the plus icon (+).
  • Set a title, type, and due date for your task. By default, the task will be assigned to you. Press the Assigned to field to change the assignee. Press Add a contact, company, or deal to select records to associate with this task. 

  • Click Save.

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