Complete tasks

Complete tasks in HubSpot to keep up with your to-do list and track the work you've finished. Tasks can be marked as completed from the tasks index page, on a record, or in Gmail. To complete tasks back to back, you can complete tasks consecutively in a view.

Learn more about how to:

• Create tasks
• Filter tasks and save views
• Edit or delete tasks

If you're on a mobile device, learn how to use tasks in the HubSpot mobile app.

Mark tasks as completed

You can mark tasks as completed individually or in bulk from a task view. This is useful if you've already carried out the action associated with a task and want to mark it as completed. For example, you call contacts from a list of opportunities you met at an event. You can select all tasks associated with those contacts and mark them as completed.

1. In your HubSpot account, navigate to CRM > Tasks.
2. Navigate to a task view or filter the tasks you want to view.
3. To mark an individual task as completed, click the checkmark to the left of the task.
4. To mark tasks as completed in bulk:
   
   • Select the checkboxes next to the tasks. To select all of the tasks on your current page, select the Select all checkbox at the top left of the table. To select all of the tasks in the view, select the Select all checkbox, then click the Select all [x] tasks link.
   • At the top of the table, select Mark as completed.
   • In the dialog box, click Complete Tasks to confirm.

Complete tasks consecutively in a view (Sales Hub seat required)

Users with an assigned Sales Hub seat can complete tasks back to back in a view. This is useful if you still need to carry out the actions associated with each task and want to mark it as completed when you're done. 

1. In your HubSpot account, navigate to CRM > Tasks.
2. Navigate to a task view or filter the tasks you want to view.
3. To start the tasks:
   • To start all tasks in the view, click Start [x] tasks. 
     
     
   • To complete specific tasks back to back, select the checkboxes next to the tasks, then click Start [x] tasks at the top of the table. 
4. You'll be redirected to the record associated with the first task. If you've specified a task type (Email or Call), the corresponding activity editor will automatically open on the record. While on a record, you can click any associated record in the record's right panel and still remain in the task view. If a task isn't associated with a record, you'll be prompted to add associations, complete the task, or skip the task.
5. If you can complete the task, do one of the following:
   • Complete the task in the activity editor (e.g., make a call), then click Complete. This may be [Log/Send] [activity] and complete depending on the activity you're completing.
   • If you're sending an email to a contact, choose whether to automatically complete the task when the email is sent:
     • At the bottom of the email editor, select the downCarat down carat. 
     • To send an email and complete the task, select Send email and complete task.
     • To send an email but keep the task incomplete, select Send to send immediately or Send Later to schedule the email.
   • To move to the next task, at the top, click Next. 
      
     
6. If you can't complete the task, do one of the following:
   
   • To skip the task and move on to the next one, in the upper right, click Skip. The task will remain incomplete.
   • To reschedule the due date to a later date, in the upper right, click Reschedule. Once rescheduled, to move to the next task, click Next. 
     
     
7. To exit the task view and remain on the record, in the upper right, click X.
8. To view upcoming tasks in the view, click the Progress dropdown menu.

Please note: you can't delete a task on a record while working through the task view. To delete a task while completing tasks consecutively, navigate back to the tasks index page to delete.

Complete tasks on a record

To complete a task when viewing a record:

1. Navigate to your records.
2. Click the name of the record.
3. To view any tasks associated with the record, click Tasks in the middle panel.
4. Locate the task you want to work with. If the task details are collapsed, click the rightright arrow in the top left of the task to expand it.
5. Click the checkmark next to the task's title.

Complete tasks in Gmail

You can complete tasks in Gmail if you've connected the HubSpot Sales Chrome extension.

1. Log in to Gmail.
2. On the right side of your Gmail inbox, click the sprocket sprocket icon.
3. Click the Tasks tab.
4. Click the checkmark next to the task's title.