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Tasks

Sync tasks to your Google or Outlook Calendar (BETA)

Last updated: July 22, 2021

In Beta

Applies to:

Sales Hub  Starter, Professional, Enterprise

If you've connected your Google or Outlook Calendar to HubSpot, you can sync tasks to appear on your calendar. With this setting turned on, any new task you create in HubSpot will appear as a 15-minute event at the task's due date and time. The event will also include any associated records and task notes.

Before you can sync tasks to your calendar, learn how to set up HubSpot’s calendar sync with Google or Outlook Calendar.

Please note: the task calendar sync is one-way. If you edit a task in HubSpot, it will be updated on your calendar, but if you edit a task from your calendar, the edits will not sync back to HubSpot.

Sync tasks to your calendar

To sync tasks to your calendar, you will need to create and connect a subcalendar to HubSpot. For example, you can create an additional calendar within your Google or Outlook Calendar called HubSpot Tasks.

Once you’ve created your subcalendar, set up the task calendar sync:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to General.
  • Click the Calendar tab.
  • In the Tasks section, click the Connect your calendar dropdown menu and select the calendar where your tasks will appear. If you don't see the calendar you'd like to select, refresh the page.

sync-tasks-calendar

  • Click Save.
Any new tasks you create in HubSpot will now appear on the selected subcalendar within your Google or Outlook Calendar.
 

Disconnect a subcalendar

If you've already connected a subcalendar to sync tasks from HubSpot, you can disconnect the calendar to stop syncing tasks.

  • In the Tasks section, you can view which subcalendar is connected. To remove the connection, click Disconnect calendar.
  • Click Save.
Newly created tasks will no longer sync from HubSpot to the previously selected calendar.

Use tasks on your calendar

Once you've set up the task calendar sync, you can view and access HubSpot tasks from your Google or Outlook Calendar.

  • To view the details of a task on your calendar, click the calendar event. In the event details, view any associated records and task notes.

use-tasks-google-calendar

  • To view a record associated with the task, click the name of the record. A new tab will open to the task on the associated record.
  • To view the task in HubSpot, click View Task. A new tab will open to the task's details.

Learn more about using tasks in HubSpot.