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Complete your sequence tasks

Last updated: July 1, 2025

Available with any of the following subscriptions, except where noted:

When creating your sequence, if a follow-up task reminder includes an email template, the task will be created when the contact reaches that sequence step.

If you have tasks included in the sequence, you cannot complete the tasks in bulk. You must navigate to each contact record after the task is created to complete the task.

Complete sequence tasks in a queue

If you added the task to a queue:

  1. In your HubSpot account, navigate to CRM > Tasks.
  2.  Click the name of the task.
  3. The email composer will open on the contact's record with the email template’s content already populated.

sequence-task-queue

 

Complete individual sequence tasks

If you didn't add the task to a queue, the email composer will not automatically open when you navigate to the contact record. 
  1. In your HubSpot account, navigate to Contacts > Contacts.
  2. Search for and select the contact.
  3. Locate the Manual email task on the contact record, then click Review and send.
  4. The email composer will open with the email template content.

sequence-task

 

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