Tasks

Use tasks in the HubSpot mobile app

Last updated: March 6, 2020

When you're on the go, you may want to access your tasks via your mobile device. If you're using a computer or laptop, learn how to use tasks on desktop.

Create tasks

HubSpot mobile app (iOS)

  • Open the HubSpot app on your device.
  • In the bottom navigation menu, tap Tasks.
  • In the top right, tap the plus icon +.

  • Enter a title, then select a type and due date for your task.
  • By default, the task will be assigned to you. Tap the Assigned To field to change the assignee.
  • Tap High Priority to mark the task as a high priority.
  • Tap the Associated Contact, Company, or Deal field to select records to associate with the task.
  • In the top right, tap Save.

HubSpot mobile app (Android)

  • Open the HubSpot app on your device.
  • In the bottom navigation menu, tap Tasks.
  • In the lower right, tap the plus icon +.
  • Enter a title, then select a type and due date for your task.
  • By default, the task will be assigned to you. Tap the Assigned To field to change the assignee.
  • Tap the Add a contact, company, or deal field to select records to associate with the task.
  • Tap Save.

View and complete tasks

HubSpot mobile app (iOS)

To view and complete your tasks:

  • Open the HubSpot app on your device.
  • In the bottom navigation menu, tap Tasks.
  • On the Due tasks tab, you can view a list of the tasks assigned to you that are due. To see upcoming tasks, tap the Future tasks tab.
  • To filter the tasks by a specific type, tap All types in the upper left and tap the type of task you want to filter to.
  • To sort the tasks by due date or priority, tap Sorted by in the upper right and tap Due date or Priority.
  • To mark a task as complete, tap the checkmark icon to the left of the task.

HubSpot mobile app (Android)

  • Open the HubSpot app on your device.
  • In the bottom navigation menu, tap Tasks.
  • On the Due tasks tab, you can view a list of the tasks assigned to you that are due. To see upcoming tasks, tap the Future tasks tab.
  • To mark a task as complete, tap the checkbox on the left of a task.

 

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