How to Create a Task in HubSpot

The Tasks tool in HubSpot helps you keep track of your to-do list, assign tasks to co-workers, and log tasks on the HubSpot record for the contact, company, deal, or ticket it's associated with.

You can create a task on the Tasks dashboard or on a contact, company, deal, or ticket record in HubSpot.

Create a Task from the Task dashboard


1. Navigate to the Task dashboard in HubSpot Sales > Tasks

2. In the upper right corner, click Create task

Create Task

3. Enter task information

  • Title
  • Associate with records: Contact, company, deal, and/or ticket the task pertains to
  • Due Date: Date the task needs to be completed by
  • Email reminder: Email a reminder to the owner responsible for the task prior to the due date
  • Notes: Additional information or instructions
  • Type: To-Do, Email, Call
  • Queue: Task queues can be created and used to organize to-do lists and complete tasks in a series
  • Assigned to: Owner responsible for the task (must have access to HubSpot)

4. Click Create