Tasks
BETA

Manage your tasks in the Today view (BETA)

Last updated: September 22, 2020

In Beta

Applies to:

All products and plans

When your teammates and you are using the tasks functionality in HubSpot, tasks may be assigned to you. You can have a good overview of your tasks, your tasks performance, and upcoming events in your Today view.

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the middle of the Today view, you can click to view a default filter of your tasks:
    • All due today: your tasks due that day, based on their due date.
    • High priority: your tasks due that day that are marked as High priority.

  • Click Filter to filter the tasks in the tab you are on, based on the task type, custom views including existing task views, and priority.
  • When you're in a tab with tasks you want to work on, click Start tasks in the upper right to start a task view. You'll be redirected to a relevant record for the first task.
  • In the right panel, you can see the following:
    • Up next: shows the next event you have in your connected calendar. Private calendar events will not be shown.
    • Weekly activity report: shows you your activity in the past week compared to the previous week. This includes calls, emails, and meetings.
    • Task performance: shows you how you've been performing at your tasks.
  • In the left sidebar, you can access the following:
    • Today: click to go to the Today view.
    • Activity feed: click to view your activity feed.
    • Open: click to view and filter all tasks that are incomplete.
      • To filter these tasks, click Filter and use the Task type, Due date, Priority dropdown menus.
      • To create new tasks, in the upper right, click Create task. In the right panel, enter the following details and click Create:
        • Title: enter the task's name. Include the text call or email to automatically set the corresponding task type.
        • Due date: click the dropdown menus to select a due date and time for the task.
        • Notes: enter details on your task.
        • Associated with X record(s): click the dropdown menu to view, add and remove any other records to the task.
        • Task type: click the dropdown menu to select Call, Email, or To-do. If you're using HubSpot's integration with LinkedIn Sales Navigator, select Sales Navigator - Send InMail or Sales Navigator - Connection request
        • Assigned to: select a user responsible for the task in the Assigned to dropdown menu.
        • Email reminder: click the dropdown menus to select a date and time for an email reminder to be sent to the task owner.
        • Queue: click the dropdown menu to add the task to an existing task queue or to create a new task queue. Choose None if you don't wish to add this task to a task queue.
      • You can also create and start task views.
    • Completed: click to view all tasks that are marked as complete. You can also create new tasks.
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