Manage Marketing Tasks in the HubSpot Mobile App
The HubSpot mobile app lets you manage marketing tasks wherever you are, so you can follow up with leads, update activities, and stay on top of your to‑do list without opening a laptop.
This guide walks you through how to view, create, edit, complete, and filter tasks using the mobile experience, mirroring what you can do in the web version of HubSpot.
Overview of Tasks in the HubSpot Mobile App
Tasks in the mobile app work the same way as tasks in your HubSpot desktop account, with a layout adapted to smaller screens.
You can:
- See upcoming and overdue tasks
- Create new follow‑up actions while working from your phone
- Edit key details such as due dates and priorities
- Complete, skip, or reschedule work as your day changes
The mobile experience is ideal for sales reps, marketers, and service teams who need quick access to task lists during calls, meetings, or travel.
Access the HubSpot Tasks Screen
To get started, open the HubSpot mobile app and navigate to your task list.
- Sign in to your HubSpot account in the mobile app.
- Tap the Menu or More icon, depending on your device.
- Select Tasks from the navigation options.
Your default view will show a list of tasks based on your last used filters in HubSpot on web or mobile.
Understand Task List Views in HubSpot Mobile
The task list view in the HubSpot mobile app displays each task with key information so you can scan your day quickly.
Each task card typically includes:
- Task title – brief description of the activity
- Associated record – such as a contact, company, deal, or ticket
- Due date and time – color coded for overdue or upcoming tasks
- Task type – call, email, to‑do, or custom type
- Priority – if you use priority fields in your HubSpot setup
You can swipe, tap, or open each task for more detail and additional actions.
Create a New Task in the HubSpot App
Use the HubSpot mobile app to capture tasks as soon as they come up, so you never lose track of a follow‑up.
Steps to Create a Task in HubSpot Mobile
- In the Tasks tab, tap the + or Create button.
- Enter a clear Task title that explains the action.
- Choose a Task type (for example, call or email), if available.
- Select a Due date and time so the task appears in the right view.
- Assign the task to the correct Owner if your HubSpot account uses assignments.
- Associate related records such as contacts, companies, deals, or tickets.
- Add any notes or context your team will need.
- Tap Save or Create to add the task to your list.
The new task will sync to your HubSpot database instantly, so it is available to teammates on desktop and mobile.
Edit Existing Tasks in the HubSpot Mobile App
You can update task details from your phone whenever plans change.
How to Edit a Task in HubSpot Mobile
- Open the Tasks screen in the app.
- Tap the task you want to update to open its details.
- Edit fields such as:
- Title and description
- Due date and time
- Task type
- Priority or queue (if configured in your HubSpot account)
- Associated records
- Tap Save to apply your changes.
All changes will be reflected across your HubSpot workspace, including on desktop views and reports.
Complete, Skip, or Reschedule Tasks in HubSpot Mobile
Managing your daily workflow in the HubSpot mobile app is straightforward. Use simple taps to close out work as you go.
Complete a Task
- From the Tasks list, locate the relevant task.
- Tap the checkbox or Complete option.
- The task will be marked complete and removed from your active list based on your filters.
Skip or Reschedule a Task
- Open the task you want to change.
- Adjust the Due date if you need to push it to a future time.
- Optionally, update notes to explain why the schedule changed.
- Save your updates to keep data consistent across HubSpot.
Keeping your task list accurate helps maintain reliable reporting and productivity tracking inside your HubSpot account.
Filter and Sort Tasks in HubSpot Mobile
Filtering tasks in the HubSpot mobile app helps you focus on what matters most during busy days.
Filter Options in HubSpot Mobile
Depending on your configuration, you can filter tasks by:
- Due date (today, tomorrow, this week, overdue)
- Task type (call, email, to‑do, and others)
- Owner (your tasks or another team member)
- Status (open or completed)
To apply filters:
- Open the Tasks tab.
- Tap the Filter or Sort icon.
- Select your desired filter criteria.
- Tap Apply to update the task list.
You can also sort tasks by due date or other fields, giving you a clear priority order directly in your HubSpot mobile experience.
Work with Task Details and Associations in HubSpot
Within a single task, you can see all related records so you have full context before taking action.
From the task detail screen you can usually:
- Tap a contact to view timeline activities and communication history
- Open linked companies, deals, or tickets
- Initiate a call or email directly from your device
- Add additional notes that sync back to your HubSpot CRM record
These options make it simple to act on your to‑do list while keeping all data inside HubSpot accurate and up to date.
Best Practices for Using HubSpot Tasks on Mobile
To get the most from tasks in the HubSpot mobile app, follow a few simple practices.
- Keep titles clear: Use concise task names that explain the action at a glance.
- Always set a due date: This ensures tasks surface in the right views and reminders.
- Use associations: Link tasks to contacts and deals so your CRM remains complete.
- Update on the go: Complete or reschedule tasks as soon as plans change.
- Align with desktop: Review task queues in your HubSpot web app to confirm workflows match your mobile usage.
Learn More About HubSpot Mobile Tasks
For complete, official documentation about managing marketing tasks in the mobile app, review the original HubSpot knowledge base article here: Manage marketing tasks in the HubSpot mobile app.
If you need strategic help optimizing your HubSpot setup, automation, or reporting, you can also consult specialists at Consultevo for additional guidance on configuration and best practices.
By using the HubSpot mobile app consistently to manage tasks, you ensure your team’s pipeline, follow‑ups, and marketing activities are always current, no matter where you are working.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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