How to Complete Your Sequence Tasks in Hubspot

Managing sequence tasks correctly in Hubspot keeps your outreach on track and prevents leads from slipping through the cracks. This guide walks you step by step through completing, reviewing, and optimizing every task generated by your sequences so you can work efficiently and maintain a clean, predictable workflow.

Understanding Hubspot Sequence Tasks

When you enroll records into a sequence, Hubspot automatically creates a mix of automated and manual actions. Manual actions appear as sequence tasks in your task queue. You must complete or skip these tasks to move sequence recipients to the next step or pause further actions.

The main sequence task types are:

• Email tasks – prompts to send or personalize one-to-one emails.
• Call tasks – prompts to place and log calls.
• General to-dos – reminders for non-call and non-email follow-up activities.

All of these can be found and processed from your task queues inside Hubspot.

Accessing Sequence Tasks in Hubspot

To work through tasks generated by your sequences, start from your tasks workspace.

1. In your Hubspot account, navigate to Sales > Tasks.
2. Open a specific task queue associated with your sequences.
3. Confirm that the task type, due date, and sequence name match the outreach you want to handle.

From this view, you can click into individual tasks, begin a queue session, or filter tasks by type, owner, or sequence.

How Hubspot Queue Sessions Work for Sequences

Queue sessions help you move through many sequence tasks quickly and in a consistent order. When you start a queue session, Hubspot opens each task one by one in a focused view so you can complete or skip it before moving to the next.

Key details you’ll see during a queue session include:

• Contact or company associated with the sequence task.
• Sequence name and step number.
• Task type (email, call, or to-do).
• Due date and priority.

Use queue sessions to stay organized and complete all related tasks for your sequences in a single sitting.

Completing Email Tasks in Hubspot Sequences

Email tasks created by a sequence often require personalization or manual sending. Completing them correctly ensures your prospects receive timely, relevant communication.

Step-by-step: Finish a Hubspot sequence email task

1. Open the task from your queue or start the relevant queue session.
2. Review the email template and contact details shown in the side panel.
3. Personalize the subject line and body if needed to fit the prospect.
4. Click Send to send the email from Hubspot.
5. Once sent, mark the task as Complete.

After you complete the email task, the sequence will automatically progress to the next step, which may be another email, a call, or a delay.

Skipping or editing Hubspot email tasks

If the outreach is no longer appropriate for a contact, you have options:

• Skip – bypass the current task and move the recipient to the next sequence step.
• Unenroll – remove the contact from the sequence entirely.
• Edit email content – adjust messaging to align with updated information before sending.

Always double-check whether skipping or unenrolling is the best option based on your overall sales strategy.

Completing Call Tasks in Hubspot Sequences

Call tasks triggered by sequences help you follow up at the right moments. You can complete these tasks directly from the Hubspot calling interface.

Step-by-step: Complete a Hubspot sequence call task

1. Open your queue and select the next call task or run a queue session.
2. Review the contact’s record, recent activity, and the sequence step instructions.
3. Use the Call button to start a call via Hubspot or call from your phone and log the call details.
4. During or after the call, add notes and select an appropriate call outcome (e.g., Connected, No answer).
5. Mark the task as Complete to move the recipient to the next step.

Accurate call outcomes help your reporting and allow you to optimize sequences based on real performance.

Skipping call tasks in Hubspot

If a call is not needed for a particular contact, you can skip the task from the task panel. Skipping keeps the contact in the sequence while moving them forward to the next step, maintaining consistency without forcing an unnecessary action.

Completing To-do Tasks in Hubspot Sequences

To-do tasks represent custom, non-call, and non-email actions. These might be reminders to research a lead, connect on social, or update deal records.

How to work through Hubspot to-do sequence tasks

1. Open the to-do task from your task list or queue session.
2. Read the instructions added when the sequence step was created.
3. Perform the action (for example, check a website, add notes, or review a proposal).
4. Log any relevant context on the contact, company, or deal record.
5. Mark the task as Complete when you finish.

Keeping to-do tasks current ensures your sequences reflect all touchpoints, not just calls and emails.

Managing Overdue and Upcoming Hubspot Tasks

Because sequences generate many follow-ups, it is important to stay ahead of due dates.

• Filter tasks by Due date to see overdue actions first.
• Use views to focus on sequence tasks only if you also manage non-sequence work in Hubspot.
• Sort by Priority to tackle the most important outreach steps early in your day.

Regularly reviewing overdue tasks prevents delays that could reduce engagement or cause sequence steps to pile up.

Best Practices for Consistent Hubspot Sequence Execution

To keep your system clean and efficient, apply these operational best practices:

• Start each day in your task queues so no sequence step is missed.
• Complete or skip every task rather than leaving items open indefinitely.
• Use clear naming conventions for sequences so you recognize context quickly in the task view.
• Log meaningful notes when completing tasks to support future follow-up.
• Review performance reports and adjust sequence steps that consistently lead to skipped tasks.

These habits make it easier to manage more contacts and deals without losing visibility inside Hubspot.

Learn More About Hubspot Sequences

For the original product documentation and the latest interface details, you can review the official guide on how to complete your sequence tasks on the Hubspot Knowledge Base. This resource explains task behavior, queue sessions, and options for calls and emails in depth.

If you need broader CRM or marketing automation strategy beyond task completion, consider exploring additional guides and consulting support from specialists such as Consultevo to refine your overall Hubspot implementation.

By mastering how to complete every sequence task on time, you ensure that your outreach, follow-up, and data in Hubspot remain accurate, scalable, and ready to support long-term growth.

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