Complete and manage tasks in Hubspot effectively

Staying on top of your daily follow-ups and reminders in Hubspot is essential for keeping deals and tickets moving. This guide walks you through how to complete tasks, update task details, and manage your task queues so you never miss an important activity.

Overview of tasks in Hubspot

Tasks in Hubspot are to-dos associated with records like contacts, companies, deals, tickets, and calls. You can:

• Log your progress on sales or service activities
• Track follow-up reminders in one place
• Use task queues to power through work in batches
• Update task details as priorities change

You can work with tasks from several tools, including the tasks index page, record timelines, and the workflow tool.

How to complete tasks in Hubspot

You can complete tasks from multiple locations in your Hubspot account. The actions available depend on how you like to work.

Complete tasks from a standard task list in Hubspot

From the tasks index page, you can mark tasks as complete one by one or in bulk.

1. In your account, navigate to Sales > Tasks or Service > Tasks depending on your toolset.
2. Use the tabs and filters to locate the tasks you want to finish.
3. To complete a single task, click the checkbox next to the task name.
4. To complete multiple tasks at once, select the checkboxes for each task, then click Complete at the top of the table.

Once completed, the tasks will move out of your open list and be marked as done, but you can still view them using filters for completed tasks.

Complete tasks from task queues in Hubspot

Task queues help you work through a focused list without needing to open each record manually.

1. Go to the Queues tab on the tasks index page.
2. Select the queue you want to work from.
3. Click Start queue to begin working through tasks sequentially.
4. As each task appears, complete the required action on the associated record.
5. Click Complete when finished with that task to move to the next item in the queue.

Using queues in Hubspot can significantly speed up repetitive calling, emailing, or follow-up work.

Complete tasks directly from records in Hubspot

Sometimes you will be working on a contact, company, deal, or ticket record and want to complete or update a related task from the timeline.

1. Open the relevant record from your CRM.
2. In the middle column, find the Activity timeline.
3. Filter the timeline to show Tasks if necessary.
4. Locate the task card you are working on.
5. Click the checkbox to mark the task complete, or open the task card for more options.

This method keeps task completion aligned with the exact context of the record you are updating.

Edit and update existing tasks in Hubspot

Often you need to adjust due dates, owners, or notes on an existing task rather than close it. You can make these updates from multiple views in Hubspot.

Edit single tasks from the tasks index

1. Navigate to your tasks index page.
2. Hover over the task you want to edit and click the task name.
3. In the right panel, edit fields such as:

• Task title
• Due date and time
• Task owner
• Priority
• Notes or description
• Associated records

After changing the relevant details, click Save to update the task.

Bulk edit tasks in Hubspot

When schedules or ownership change, bulk editing tasks saves time.

1. On the tasks index, use filters to select the correct list of tasks.
2. Check the boxes next to each task you want to update.
3. Click Edit in the table header.
4. Choose the property you want to change, such as Task owner or Due date.
5. Set the new value and apply changes to all selected tasks.

This is useful when reassigning tasks to another team member or extending multiple deadlines at once.

Edit tasks from record timelines in Hubspot

If you are already inside a contact or deal record, you may want to update the related task without leaving the page.

1. Open the record that holds the task.
2. In the timeline, find the task activity.
3. Click the task to expand it.
4. Use the inline fields to adjust the title, due date, notes, or associations.
5. Save your updates and continue working on the record.

Work efficiently with task views in Hubspot

Efficient task management depends on clear views and filters. Hubspot lets you customize what you see on the tasks index.

Filter and sort your Hubspot tasks

Use filters to focus on the work that matters most today.

• Filter by Due date (Today, Overdue, Upcoming)
• Filter by Task owner to view only your tasks
• Filter by Queue for focused workflows
• Filter by Priority to handle the most important items first

You can also sort by due date, priority, or creation date to structure your workday logically.

Use saved views for repeatable Hubspot workflows

Once you have a useful filter set for your tasks, save it as a view.

1. Apply filters on the tasks index until you see the subset you want.
2. Click the Save view option in the view dropdown.
3. Name the view clearly, such as “Today’s calls” or “Overdue tickets”.
4. Choose whether to share the view with your team.

Saved views allow you to return to the same slice of work every day with a single click.

Set up and manage task queues in Hubspot

Task queues in Hubspot create an assembly-line style workflow for repetitive work like calling or emailing a list.

Create a new Hubspot task queue

1. On the tasks index page, open the Queues tab.
2. Click Create queue.
3. Name the queue according to its purpose, for example “New lead calls”.
4. Decide who can access the queue based on your team structure.

After creating the queue, you can add tasks to it individually or via automation.

Add tasks to a queue in Hubspot

You can assign tasks to a queue when creating them or after they exist.

• When creating a task manually, choose the target queue in the task form.
• From the tasks index, bulk select tasks and use Edit to update the Queue property.
• Within a record, open the task card and set the queue field.

Once the tasks are part of a queue, you can start the queue to process each item one after another.

Automated task creation and completion context

In more advanced setups, tasks can be created automatically via workflows or sequences. While this article focuses on completing and editing tasks, it is helpful to understand how automation can populate your task lists.

• Workflows can create follow-up tasks based on deal stages or ticket statuses.
• Sequences can create tasks related to outreach steps.
• These automated tasks appear in your task index and queues like any manual task.

You still complete and manage these automated tasks using the same Hubspot tools and views outlined above.

Additional resources and next steps

To explore more advanced configuration or CRM strategy around tasks and queues, you can review specialist resources such as Consultevo for CRM optimization guidance.

For the detailed, original product documentation used as the source for this guide, see HubSpot’s help article on completing tasks at how to complete tasks.

By consistently using tasks, queues, and views in Hubspot, your team can maintain a reliable, trackable workflow that keeps every follow-up and internal action on schedule.

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