How to Use Task Management in HubSpot CRM (for Beginners)

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00:00 – Intro
00:25 – Create a Free HubSpot Account
01:11 – Go to Tasks in HubSpot CRM
01:40 – Create Your First Task
04:55 – Task Details Explained
06:29 – Connect Calendar to HubSpot
07:40 – Manage Task Views
09:07 – Filter Tasks in HubSpot
09:51 – Edit Task Columns
10:17 – Create Task from Contact
11:31 – Create Task from Company
12:08 – Create Task from Deal
12:55 – Outro

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You want to stay on top of your sales follow-ups and daily tasks?

In this HubSpot CRM tutorial for beginners, I’ll show you step-by-step how to create, customize, and manage your tasks in HubSpot so you never miss an opportunity again.

Here’s what you’ll learn in this video:
How to create your first task in HubSpot CRM
How to customize task details (priority, due date, notes)
How to link your calendar to HubSpot for better scheduling
How to filter, sort, and manage your tasks views
How to create tasks directly from contacts, companies, and deals

Whether you’re a small business owner, sales rep, or just starting with HubSpot CRM, this tutorial will help you get organized, improve your productivity, and close more deals.

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