Tasks

Understand your task performance

Last updated: January 21, 2021

Applies to:

All products and plans

When your teammates and you are using the tasks functionality in HubSpot, you can:

While you complete tasks, it may not be easy to improve your workflow without understanding your current performance. In your tasks home, you can have an overview of your task performance, activities from your contacts, and upcoming events.

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the right panel, click to view the tabs to understand about your overall performance with your tasks.

Insights

This tab gives you an overview of your past performance with tasks.

  • 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. The graph will display tasks that have a due date of today and the next two days. Tasks outside of this date range will not display.

Feed

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

Schedule

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