A task is anything you need to do later. “Call back Friday”, “Send Mike the scope”, “Site walk Tuesday at 9am”. Tasks are how you make sure nothing falls through the cracks once you have more than three deals running.
Creating a task
There are two places to create one:
- From a deal, contact, or company detail page — click the Task button in the activity logger at the top of the middle column. The task is automatically linked to that record.
- From the Tasks page — click + New task at the top right. You'll be asked to link it to a deal, contact, or company (or leave it standalone).
What goes in a task
- Title — what needs doing. Keep it short: “Call Mike”, “Send revised quote”, “Follow up after site walk”.
- Due date — when it needs doing. Optional but recommended; tasks without dates are easy to forget.
- Owner — who's doing it. Defaults to you. Pick a teammate if you're delegating.
- Notes — any extra context.
Marking a task done
Click the checkbox next to the task on any list. Done tasks slide out of your active view and show up under Show completed if you ever need to look back.
Quick log + close
When you finish a follow-up call, mark the task done AND log a Call activity with what happened. The task closes; the call summary becomes the historical record. Two seconds of admin, weeks of memory saved.
The Tasks page
The Tasks tab in your Sales Hub nav is the master to-do list. By default it shows tasks owned by you across the whole workspace, sorted by due date.
- Mine (default) — only your tasks. The view almost everyone wants 90% of the time.
- All — every open task in the workspace. Useful if you're a manager keeping an eye on the team.
- Teammate dropdown — pick a specific teammate to see only their open tasks. Good for one-on-ones.
There's also a Show completed toggle for digging through finished work.
Open tasks card on detail pages
On every deal, contact, and company detail page, the right rail has an Open tasks card showing all the tasks linked to that record. So when you open a deal you haven't looked at in a week, you see immediately what's owed.
No reminders email yet
Today, tasks live inside the Sales Hub — they don't email you when they're due. The way to use the system is to open the Tasks tab once a day (we'd suggest first thing in the morning) and work the list. A daily reminder email is on the roadmap.
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