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Primarily find and manage tasks that are linked to your contacts, deals, tickets, or other CRM objects. Tasks in HubSpot help you stay on top of your to-dos, from follow-up calls to meetings or emails.
The Tasks tab is essentially where you track your activities and ensure that all your follow-ups are timely.
In HubSpot, you can create tasks, assign them to yourself and other users, and be assigned tasks by other users in your account.
To complete tasks back-to-back, you can create a task queue. When you start the task queue, it will bring you to an associated record (a contact, company, etc.) to complete the first task.
In a CS perspective, Task is being used for payment remittances and refund requests of the customers, concerns being raised to flights and operations team.
WORK WITH TASK ON A RECORD
Navigate to your records:
Contacts: In your HubSpot account, navigate to CRM> Contacts.
Companies: In your HubSpot account, navigate to CRM > Companies.
Deals: In your HubSpot account, navigate to CRM> Deals.
Tickets: In your HubSpot account, navigate to CRM> Tickets.
Custom objects: In your HubSpot account, navigate to Contacts > Contacts, then click the dropdown menu in the top left and select the name of the custom object.
Click the name of the record.
To view any tasks associated with the record, click Tasks in the middle panel.
Locate the task you want to work with. If the task details are collapsed, click the > right arrow in the top left of the task to expand it.
On the task, you can click each field or drop-down menu to edit the task details.
COMPLETING A TASK
Note: We cannot delete a task anymore.
To complete the task, click the checkmark next to the task's title.
To comment on the task, at the bottom, click Add a comment.
For additional actions, click the Actions dropdown menu, then select one of the following:
Pin: click to pin the task to the top of the record.
History: click to view the property history associated with the task.
NAMING CONVENTION - OPS ASSITANCE
Updated as of September 25, 2025
Any manually created tasks should also follow the below convention, including flight-related tasks if applicable. This will help ensure that our TAT parameters run seamlessly.
FORMAT:
Ops Assistance – [Booking ID] – [Brief Info on the Concern]
You can add additional info to the title but best not to overwrite the existing convention too.
In addition, please do not change the task name for automated tasks. However, you may add additional details in the title if needed.
For reference, please see below:
IMPORTANT NOTE
Updated as of September 26, 2025
Based on recent updates, moving forward, the practice of re-opening tasks should no longer be allowed. If further assistance is required, a new task should be created if the original task has been already closed by the designated team.
Keywords: task management, follow-up tasks, hubspot tasks, activity tracking, reminders, to-do list
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