How to Use Task Management in HubSpot CRM 2026 | Create Tasks, Task Queues, Follow-Ups

Описание: Learn how to use task management in HubSpot CRM in this complete 2026 step-by-step tutorial. HubSpot tasks are the most powerful way for your sales team to stay on top of follow-ups, prospects, and daily work — associated directly with contact, company, and deal records so nothing ever falls through the cracks. This video gives you a complete overview of how HubSpot task management works and exactly how to use it to run a more productive sales process.

This tutorial also covers the January 2026 update — including HubSpot's new subtasks feature that reduces the need for external project management tools.

This HubSpot task management tutorial is ideal for business owners, sales managers, sales reps, and CRM admins who want to organise their follow-ups, prioritise their work, and hold their team accountable inside HubSpot CRM.

🎯 What you will learn in this HubSpot task management tutorial:
✅ What HubSpot tasks are and how they work in the CRM
✅ How to create a task in HubSpot from a contact, company, or deal record
✅ How to set task type — call, email, or to-do
✅ How to set task priority and due date in HubSpot
✅ How to use HubSpot task queues to organise your daily follow-ups
✅ How to use the new HubSpot subtasks feature (January 2026)
✅ How to filter and save task views in HubSpot
✅ How to use tasks to manage your sales pipeline follow-up system
✅ How to track and complete tasks inside HubSpot
✅ Best practices for HubSpot task management and sales productivity in 2026

📌 Related tutorials:
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Is your HubSpot CRM actually helping your business grow… or is it becoming harder to manage behind the scenes?

Many businesses set up HubSpot but still struggle with disorganized pipelines, unreliable automations, inconsistent follow-ups, duplicate records, poor reporting, and leads slipping through unnoticed.

That is exactly why we created the HubSpot Rapid Audit & Prescription.

Inside this audit, we carefully review your HubSpot setup to identify what is working, what is slowing your team down, and what needs immediate improvement so your CRM can actually support your sales and marketing process properly.

This includes:

✔ Live kickoff strategy call
✔ Full HubSpot CRM audit
✔ Review of pipelines, contacts, automations, and workflows
✔ Written audit report with recommendations
✔ Priority action plan
✔ Live walkthrough session

We only work with a limited number of audit clients each month so every business receives proper attention and detailed recommendations.

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