Unsure of How to Start?
Schedule a consultation with our marketing experts today
On the 10th that changed. Task management in HubSpot has a brand new look, and a slew of new functionality to boot. Staying on top of to-dos is pivotal to your sales team’s success. Every missed follow-up is a lost chance at a connection with your prospects and customers. With HubSpot’s new tasks interface, you’ll never let a task slip through the cracks.
Tasks are a sales rep's to-dos. if you're a sales rep and you're trying to sell your widget to Acme Corp, you might create a task on Acme Corp's company record in your CRM that simply reminds you to follow up with the Acme team. Here's what you need to know about tasks:
Think of a task queue as a playlist for a sales rep’s to-do’s. Simply create a task queue for a certain category of to-dos. It could be based on time zone, territory, priority, or anything else you choose. Add tasks to a queue. Press play. Run through your tasks. That’s it. Bing, bang, boom. Fewer clicks and fewer distractions means a whole lot more time to actually sell.
Here's a brief video about how to use task queues:
Here's how task queues works, in a bit more detail.
Create a queue for a specific category of tasks. Base your categories on priority, day, time zone, or anything else. Add any set of tasks to the queue by dragging and dropping one-off tasks, bulk-selecting a group of tasks, or from a view of contacts, companies, or deals. Navigate into the queue, and press play.
You’ll be cycled through the tasks one by one. For example, if the first two tasks in the queue are “Call Andy” and “Follow up with HubSpot,” you’ll first be taken into the “Calling” tab within Andy’s contact record. When you complete the call, the task will be automatically completed (no need to head back to the Tasks home screen), and you’ll be brought directly to the emailing tab on HubSpot’s company record -- the next task in line.
No clicking back and forth between the Tasks home screen and your contacts, companies, and deals. No distractions. Just your tasks. Press play. Do your job. That's it.
The fresh new tasks interface (plus task queues) are now available to all HubSpot CRM portals. As with all the other features of HubSpot CRM, they’re free. That’s right. One easy payment of free ninety-nine.
To get started with the new tasks tool, click "Tasks" in the navigation of your CRM.
If you'd like more detailed information, check out the tasks Knowledge Document over at HubSpot Academy.
Get the latest and greatest posts sent straight to your inbox.