Complete tasks

Complete tasks in HubSpot to keep up with your to-do list and track the work you've finished. Tasks can be marked as completed from the tasks index pageon a recordor in Gmail. To complete tasks back to backyou can complete tasks consecutively in a view.

Learn more about how to:

• Create tasks
• Filter tasks and save views
• Edit or delete tasks

If you're on a mobile devicelearn how to use tasks in the HubSpot mobile app.

Mark tasks as completed

You can mark tasks as completed individually or in bulk from a task view. This is useful if you've already carried out the action associated with a task and want to mark it as completed. For exampleyou call contacts from a list of opportunities you met at an event. You can select all tasks associated with those contacts and mark them as completed.

1. In your HubSpot accountnavigate to CRM > Tasks.
2. Navigate to a task view or filter the tasks you want to view.
3. To mark an individual task as completedclick the checkmark to the left of the task.
4. To mark tasks as completed in bulk:
   
   • Select the checkboxes next to the tasks. To select all of the tasks on your current pageselect the Select all checkbox at the top left of the table. To select all of the tasks in the viewselect the Select all checkboxthen click the Select all [x] tasks link.
   • At the top of the tableselect Mark as completed.

Complete tasks consecutively in a view

To carry out the actions associated with each task and mark them as completed when you're donecomplete tasks consecutively in a view.

1. In your HubSpot accountnavigate to CRM > Tasks.
2. Navigate to a task view or filter the tasks you want to view.
3. To start the tasks:
   • To start all tasks in the viewclick Start [x] tasks.
   • To complete specific tasks back to backselect the checkboxes next to the tasksthen click Start [x] tasks at the top of the table.
4. You'll be redirected to the record associated with the first task. If you've specified a task type (Email or Call)the corresponding activity editor will automatically open on the record. While on a recordyou can click any associated record in the record's right panel and still remain in the task view. If a task isn't associated with a recordyou'll be prompted to add associationscomplete the taskor skip the task.
5. If you can complete the taskdo one of the following:
   • Complete the task in the activity editor (e.g.make a call)then click Complete. This may be [Log/Send] [activity] and complete depending on the activity you're completing.
   • If you're sending an email to a contactchoose whether to automatically complete the task when the email is sent:
     • At the bottom of the email editorselect the downCarat down carat. 
     • To send an email and complete the taskselect Send email and complete task.
     • To send an email but keep the task incompleteselect Send to send immediately or Send Later to schedule the email.
   • To move to the next taskat the topclick the right arrow in the navigation bar. 
     
     
6. If you can't complete the taskdo one of the following:
   • To skip the task and move on to the next oneclick the right arrow in the navigation bar. The task will remain incomplete.
   • To reschedule the due date to a later dateclick Reschedule in the navigation bar. Once rescheduledto move to the next taskclick the right arrow.
7. To move back to the previous taskclick the left arrow in the navigation bar.
8. To view all tasks in the viewclick the expand task sidebar icon in top left of the navigation bar. To close the sidebarclick the collapse task sidebar icon.
   
   
9. To exit the task view and remain on the record click X in the upper right of the navigation bar.

Please note: you can't delete a task on a record while working through the task view. To delete a task while completing tasks consecutivelynavigate back to the tasks index page to delete.

Complete tasks on a record

To complete a task when viewing a record:

1. Navigate to your records.
2. Click the name of the record.
3. To view any tasks associated with the recordclick Tasks in the middle panel.
4. Locate the task you want to work with. If the task details are collapsedclick the rightright arrow in the top left of the task to expand it.
5. Select the checkmark next to the task's title.

Complete tasks in Gmail

You can complete tasks in Gmail if you've connected the HubSpot Sales Chrome extension.

1. Log in to Gmail.
2. On the right side of your Gmail inboxclick the sprocket sprocket icon.
3. Click the Tasks tab.
4. Click the checkmark next to the task's title.