Using the task function in HubSpot is a great way to stay on top of sales calls, follow ups etc.

The video shows you how to:

• where to find your tasks

• how to filter your tasks

• how to see your new task notifications.

To create a new task for yourself -> simply click on the ‘create task’ button on the right hand side.

You can also watch the video to find out how to

• how to create tasks (in a number of different ways including from your email)

• how to assign tasks to your team members

• how to see which tasks are already assigned to a contact.

Queues are a way to efficiently work through your tasks and to-do lists in HubSpot.

The system already comes with a number of pre-built queues e.g. Due today / Overdue etc. or you can personalise and create your own.

This video shows you how to:

• find your queues

• add / allocate tasks to the relevant queues

• use the ‘start tasks now’ button for extra efficient and to power through your day

• how to amend your tasks and see the progress.