How to Use Tasks in the Hubspot Mobile App

The Hubspot mobile app makes it easy to manage your daily to-dos, follow-ups, and sales activities wherever you are. By understanding how tasks work on mobile, you can stay aligned with your desktop workflows and never miss an important call or email.

This guide explains how to view, filter, complete, and create tasks in the app, and highlights important limitations compared with the Hubspot desktop experience.

Getting Started with Hubspot Tasks on Mobile

Tasks in the Hubspot mobile app are designed for quick review and action. You can open the app to see:

• Your queue of upcoming activities
• Task types such as calls, emails, and to-dos
• Due dates and priorities at a glance

Before working with tasks, make sure you are logged into the correct Hubspot account and that your user permissions allow you to view and edit tasks.

Where to Find Tasks in the Hubspot App

You can access tasks from two main areas of the Hubspot mobile app interface:

1. From the bottom navigation: Tap the dedicated tasks section (often labeled “Tasks” or found under the “More” menu, depending on your app version).
2. From a record: Open a contact, company, deal, or ticket record and scroll to the section showing associated activities and tasks.

Both views are connected to your main Hubspot CRM, so changes you make on your phone are reflected on desktop.

Understanding Task Details in Hubspot Mobile

When you open a specific task, you will see key information that mirrors the details stored in the desktop version of Hubspot:

• Task title and description
• Associated records (such as contacts or deals)
• Due date and task type
• Owner, priority, and current status

Some advanced task properties and configuration options that appear on desktop may not be fully editable on mobile. The mobile app focuses on the essentials you need while working away from your computer.

How to Filter Tasks in the Hubspot Mobile App

Filtering helps you organize and act on the most relevant tasks first. In the Hubspot mobile tasks view, you can typically filter by:

• Task status: Such as open, completed, or overdue.
• Task type: Call, email, or general to-do.
• Due date: Today, upcoming, or past due.
• Owner: If you have permission to view tasks for multiple users.

To apply filters:

1. Open the main tasks list in the app.
2. Tap the filter icon or filter label at the top of the screen.
3. Select your preferred criteria.
4. Apply the filter to update the visible task list.

Use combinations of filters to quickly locate the next best action in your Hubspot workflow.

Creating New Tasks in Hubspot Mobile

You can create tasks directly from the Hubspot mobile app when you think of follow-ups or next steps while on the go. There are two common ways to add a task:

Create a Task from the Hubspot Tasks Screen

1. Open the tasks section in the mobile app.
2. Tap the button for creating a new task (often a plus icon).
3. Enter a clear title and optional description.
4. Select task type, due date, and owner.
5. Associate the task with one or more CRM records, such as a contact or deal.
6. Save the task to add it to your Hubspot task list.

Create a Task from a Hubspot CRM Record

1. Open a contact, company, deal, or ticket in the app.
2. Scroll to the activities or tasks area.
3. Tap the option to add a new task.
4. Fill in the task details and due date.
5. Save the task; it will automatically be associated with that record in Hubspot.

Creating tasks directly from records helps keep context connected, so you always know why a task matters when it appears in your queue.

Completing Tasks in the Hubspot Mobile App

As you work through your day, you can complete tasks directly from the Hubspot app to keep your pipeline and activity timeline accurate.

Mark a Hubspot Task as Complete

1. Open the tasks list in the mobile app.
2. Tap a specific task to open its details.
3. Use the complete button or checkbox (depending on your app version) to mark it done.

Some tasks, such as call or email tasks, can also be completed automatically when you perform the activity from within Hubspot mobile:

• Call tasks: Initiate a call from the task or associated record, then log the outcome.
• Email tasks: Send an email from the record or timeline and link it to the task if available.

Once complete, tasks move out of your open list, but they remain logged in the record timeline for future reference.

Editing and Managing Tasks in Hubspot Mobile

You can adjust basic details of existing tasks to keep your activity list accurate in Hubspot:

• Change a due date if timing shifts.
• Update the task title to be clearer.
• Modify the associated record if necessary.
• Reassign the owner to another user (if you have the right permissions).

To edit a task, open it from the tasks list or from a CRM record, tap the edit option, make your changes, and save. Some advanced fields may still require editing from the Hubspot desktop app.

Limitations of Hubspot Tasks on Mobile

While you can handle most day-to-day activity management in the Hubspot mobile app, there are some limitations compared with desktop:

• Certain custom task properties may be view-only or hidden.
• Complex task automation or workflows are typically configured on desktop.
• Bulk editing and advanced reporting are more robust in the full Hubspot web interface.

For a complete and always up-to-date list of supported actions and current limitations, refer directly to the official documentation.

Official Hubspot Mobile Tasks Documentation

For the latest, most detailed instructions, review the official help article on the Hubspot Knowledge Base: Use tasks in the Hubspot mobile app. This resource is updated as the mobile app evolves, and it should be your primary reference for product-specific changes.

Improving Your Hubspot Mobile Workflow

Optimizing how you use tasks in the Hubspot app can significantly improve sales and service productivity. To refine your process, consider:

• Standardizing task naming conventions across your team.
• Defining clear rules on when to create call, email, or general tasks.
• Using filters in Hubspot to segment tasks by pipeline, owner, or urgency.
• Aligning your mobile usage with desktop reporting and dashboards.

If you need strategic guidance on CRM setup, sales processes, or broader marketing operations around Hubspot, you can explore expert consulting services at Consultevo.

Next Steps for Using Hubspot on the Go

Tasks are one of the most powerful tools in the Hubspot mobile app for keeping your day organized and your pipeline moving. Start by reviewing your existing task queues, then practice filtering, creating, and completing tasks directly from your phone. Over time, you will build a consistent workflow that keeps every follow-up and activity clearly tracked inside Hubspot, whether you are at your desk or on the move.

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