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How to create a task

Use tasks in the Sales Hub to organize and track your sales activities. Create tasks to set reminders, follow up with leads, and stay on top of your goals. Tasks help you manage your daily priorities and ensure no opportunity is missed.

Written by Iana Lebourdais
Updated this week

  1. Go to the Sales Hub tab.

  2. In the tasks column, click Add task.

  3. A pop-up window will open. Fill in the required information and click Save:
    a. Task title
    b. Due date
    c. Due time
    d. Goal

  4. The task will appear in the pop-up window and, once you close it, it will also appear on the dashboard in the tasks column.

  5. Once the task is completed, you can tick it off and it will be automatically deleted.

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