How To Create A Task In HubSpot

How To Create A Task In HubSpot

1. Log In to HubSpot: Access your HubSpot account.
2. Navigate to Tasks: Go to the "Tasks" section from the main menu.
3. Click on "Create Task": Find and select the "Create Task" button.
4. Enter Task Details: Fill in the task name, description, and due date.
5. Assign the Task: Choose who the task is assigned to.
6. Set Priority: Select the priority level for the task.
7. Save the Task: Click "Save" to finalize the task creation.
8. Review Your Tasks: Check the task list to ensure it appears correctly.