General CRM
Tasks (HubSpot)
A HubSpot tool for creating and managing to-do items for yourself and your team.
Complete Definition
HubSpot Tasks help teams stay organized by creating actionable to-do items associated with contacts, companies, or deals. Tasks can be created manually or automatically through workflows. They appear in user queues, dashboards, and email digests, ensuring follow-ups never fall through the cracks.
Key Points
- 1Creates actionable to-dos
- 2Associates with CRM records
- 3Can be workflow-triggered
- 4Appears in user queues
Related Terms
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