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Tasks

Use tasks in the HubSpot mobile app

Last updated: September 15, 2021

Applies to:

All products and plans

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.

If you have a paid LinkedIn Sales Navigator account, you can also manage your LinkedIn tasks from the mobile app.


Create tasks in the HubSpot mobile app

On the HubSpot mobile app, you can create tasks from the tasks index page, or create follow up tasks when logging a note, call, meeting, or email.

Create tasks on iOS

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

task-ios

  • Enter a title, then select a type and due date for your task.
  • To add the task to an existing queue, tap + Add to queue, then tap the name of the queue.
  • Tap to toggle the High priority switch on to set the task as high priority.
  • By default, the task will be assigned to you. Tap the Assigned To field to change the assignee.
  • Tap the Associate with field to select records to associate with the task. Depending on the object you'd like to associate, select Contact, Company, or Deal. Select the checkboxes next to the records you'd like to associate, then click Done.
  • In the top right, tap Save.

new-task-ios

Create tasks on 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.
  • Tap the Associate with field to select records to associate with the task. Depending on the object you'd like to associate, select Contact, Company, or Deal. Select the checkboxes next to the records you'd like to associate, then click Done.
  • By default, the task will be assigned to you. Tap the Assign To dropdown menu to change the assignee.
  • In the top right, tap Save.

tasks-android

View and complete tasks in the HubSpot mobile app

View and complete tasks on iOS

To view and complete your tasks:

  • Open the HubSpot app on your device.
  • In the bottom navigation menu, tap More, then select Tasks. You can also tap Today in the bottom navigation menu to view and complete overdue and upcoming tasks for the day. 
  • 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 view tasks in an existing queue, tap Queues in the top left, then select the name of the queue.
  • 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 by.
  • To sort the tasks by due date or priority, tap Sorted by in the upper right and tap Due date or Priority.
  • Tap the task you want to complete to view the associated records to it at the bottom of the screen. You can tap the associated record to access its information immediately (e.g., access the associated contact to initiate a call) or Edit to edit the task.
  • To mark a task as complete, tap the checkmark icon to the left of the task.

task-ios

View and complete tasks on Android

  • Open the HubSpot app on your device.
  • In the bottom navigation menu, tap Tasks. You can also tap Today in the bottom navigation menu to view and complete overdue and upcoming tasks for the day. 
  • 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.
  • Tap the task you want to complete to view the associated records to it at the bottom of the screen. You can tap the associated record to access its information (e.g., initiate a call with the associated contact) or Edit to edit the task.
  • To mark a task as complete, tap the checkmark icon on the left of a task.