HubSpot Create a Task
- George Apostolov
HubSpot Create a Task: step-by-step guide
Navigate to Sales>Tasks.
Click on Create task.
Give a Title and define the Priority of the task.
Set a Reminder before the event and provide a Due date.
Click on Create.
Select the task checkbox.
Click here to mark the task complete.
Once you clear your tasks, you will get a prompt saying You're all caught up on tasks.
Quick answer: To create and complete tasks in HubSpot, navigate to Sales and Tasks, then click Create task. Define the title, priority, reminder, and due date before clicking Create. Finally, select the task checkbox and mark it complete to clear your tasks.
About this HubSpot tutorial
Manage your workflow in HubSpot by creating, scheduling, and completing tasks efficiently with this quick step-by-step guide. This guide covers hubSpot Create a Task in 8 steps, starting with "Navigate to Sales>Tasks" and finishing with "Once you clear your tasks, you will get a prompt saying You're all caught up on tasks". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does hubSpot Create a Task take?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot. Related guides: HubSpot - Workflows, Hubspot - How to Create Email Templates and Hubspot - create custom fields. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
