Tasks

Use tasks in the HubSpot mobile app

Last updated: October 13, 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.

Please note: the Sales Navigator - Send InMail or Sales Navigator - Connection request task types are currently not available on the HubSpot mobile app. This means any tasks with these types will not appear in the HubSpot mobile app.

Create tasks in the HubSpot mobile app

Create tasks on 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.

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 +.
  • Select the type of task and enter a Title for your task.
  • By default, the task will be assigned to you. Tap the Assigned To field to change the assignee.
  • Enter the other details, such as the due date and reminder notification.
  • Tap the Add a contact, company, or deal fields to select records to associate with the task.
  • In the top right, tap Save.

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 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.
  • 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.

View and complete tasks on 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.
  • 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.