How to Set Up a Task in HubSpot

Tools Needed:

• HubSpot login (Sales Hub or Service Hub access)

• Assigned contact, company, deal, or ticket (where applicable)

Steps to Set Up a Task in HubSpot

1. Navigate to the Record

• Go to Contacts, Companies, Deals, or Tickets from the main navigation bar.

• Click into the specific record where you want to associate the task.

  

2. Create the Task

• In the record timeline (middle column), click “Create task”.

• Alternatively, click the Tasks tab in the top nav → Create task (for general tasks not tied to a record).

3. Fill in Task Details

• Title: Write a clear, action-oriented title (e.g., "Follow up with client re: proposal").

• Due Date & Time: Set when the task should be completed.

• Task Type: Choose the type (Call, Email, To-do, etc.)

• Priority: Optional – Set priority (Low, Medium, High)

• Notes/Description: Add any relevant details or context.

• Assign To: Make sure it's assigned to the correct user.

  

4. Associate the Task

• Link the task to the relevant Contact, Company, Deal, or Ticket if not already associated.

  

5. Set a Reminder (Optional)

• Choose when you’d like to be reminded (e.g., same day, 15 minutes before, etc.)

  

6. Save the Task

• Click CREATE to create the task.

• It will now appear in the Tasks Dashboard and on the associated record’s timeline.

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🔄 Bonus: Recurring Tasks (Optional)

📌 Best Practices

• Use clear and specific task names.

• Always associate tasks with the right record to ensure visibility.

• Check your Tasks Dashboard daily to stay on track.