Tasks

Manage your tasks in the Today view (BETA)

Last updated: November 17, 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.

In your Today view, have an overview of your tasks, your task performance, and upcoming events.

Access the beta

To opt into the beta Today view:

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the bottom left, click the Learn about new beta widget.
  • To opt into the beta for your user, select Try beta. If you're an admin and want all users to use the beta, select Opt all users into beta.

To leave the beta:

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the bottom left, click the Tasks beta options widget and select Leave beta.

Create tasks

  • In your HubSpot account, navigate to Sales > 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.
  • At the bottom, click Create.

Customize and edit the tasks shown in the table

You can filter the tasks you see and edit the columns in the tasks table.

  • In your HubSpot account, navigate to Sales > Tasks.
  • To filter the tasks in the tab you are on, click Filter and select the task type, due date, or priority of the tasks you want to view.
  • To edit the columns in the table, click Edit Columns. In the dialog box:
    • In the left panel, select the columns you want to view.
    • In the right panel, click remove to remove any columns you don't want to view.

  • To edit a task, hover over the task and click Edit. In the right panel, make changes to the task and click Save.
  • To edit in bulk, delete in bulk, or add tasks in bulk to a task view:
    • Select the checkboxes next to the tasks you want to edit.
    • At the top of the table, select the action you want to take:
      • Mark as complete: the selected tasks will be marked as complete.
      • Edit: in the dialog box, click the Property to update dropdown menu and select the property you want to edit. Enter or select the updated value and click Save. The selected tasks will have the updated property values.
      • Delete: in the dialog box, click Delete. The selected tasks will be deleted.
      • Add to view: in the dialog box, click the Queue dropdown menu and select the view you want to add these tasks to. Click Save.

Create and customize task views

Create a task view

To create a new empty task view:

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the upper right, click Add view.

  • In the right panel, enter the view name, click the Share view with users dropdown menu and search and select the users you want to share the view with.
  • Click Save.
  • In this view, filter the tasks you want.

Add tasks to a task view

Once the view is created, it will be empty. To add tasks to the view:

  • In your HubSpot account, navigate to Sales > Tasks.
  • Select the checkboxes next to the tasks you want to edit.
  • At the top of the table, click Add to view.

  • In the dialog box, click the Queue dropdown menu and select the view you want to add these tasks to.
  • Click Save.

Edit or delete a task view

To edit or delete an existing task view:

  • In your HubSpot account, navigate to Sales > Tasks.
  • Click the task view tab you want to edit.
  • Click the tab again and in the dropdown menu, select the action you want to take:
    • Edit: in the right panel, you can edit the view's name and who it is shared with.
    • Delete: in the dialog box, click Delete to delete the view permanently.
    • Reorder views: in the right panel, you can drag and reorder the view tabs.

Complete tasks consecutively

You can start tasks in a view so it works consecutively, bringing you to the appropriate contact record for the task for you to do your work. Once you're done with your task, you can move on to the next record.

  • In your HubSpot account, navigate to Sales > Tasks.
  • Click the task view tab you want to complete tasks 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.

  • You'll be redirected to the relevant record to complete your task. You can click any associated records in the record's right panel if you need more information and still remain in the task queue.
  • If you added LinkedIn Sales Navigator tasks to your queue, the LinkedIn Sales Navigator will open so you can send the InMail message or connection request directly from the queue.

Please note: if you added message content to the Notes field when creating a LinkedIn Sales Navigator task, the InMail or connection request will not auto-populate with this content. You will need to manually enter the message content.

  • If you are unable to complete the task, you can do one of the following steps:
    • In the upper right, click Skip to skip over this task for now and move on to the next task.
    • In the upper right, click Reschedule to update the due date of the task. Once rescheduled, click Next to do the next task.
    • In the upper right, click X to exit the task queue and stay on the record.
  • If you've completed the task, in the upper right, click Complete.
  • You can also view upcoming tasks in the queue by clicking the Progress dropdown menu.

Understand your task performance

You can view the following tabs in the right panel of the Today view. These give you an overview of your task performance.

Insights

  • Activities: this shows you the number of calls and meetings you've completed this past week. Only meetings with the outcome set to Completed will be counted.
  • Deals: this shows you the number of deals you created this past week.
  • Weekly activity report: this section shows you your activity in the past week compared to the previous week. This includes calls, emails, and meetings.
  • Task performance: this section shows you how you've been performing at your tasks.

Feed

This shows you your activity feed. You can use this information to guide the tasks you want to accomplish.

Schedule

This shows you a timeline of the events you have in your connected calendar for that day. Private calendar events will not be shown. Click Today to view today's timeline, and click the left and right arrows to move from day to day.
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