--- title: Use Tasks in HubSpot description: Learn how to view, filter, organize, and complete tasks in HubSpot using the Sales Workspace. Manage your daily workload and stay on top of follow-up activities. --- [Skip to content](https://hubspot.claytonpropertiesgroup.com/knowledge-base/how-to-use-tasks-in-hubspot#main-content) ![Clayton\_HubSpot\_Services\_Navy\_Logo\_RGB](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/Clayton_HubSpot_Services_Navy_Logo_RGB.png?width=200&height=107&name=Clayton_HubSpot_Services_Navy_Logo_RGB.png) Open main navigation Close main navigation - [Submit a HubSpot Help Request](https://hubspot.claytonpropertiesgroup.com/service-request) [Submit a HubSpot Help Request](https://hubspot.claytonpropertiesgroup.com/service-request?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [CPG HubSpot Knowledge Base](https://hubspot.claytonpropertiesgroup.com/knowledge-base?hsLang=en) 2. [HubSpot](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en) 3. [Sales](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#sales) October 19, 2026 # Use Tasks in HubSpot ## Use the Sales Workspace to view, prioritize, manage, and complete your assigned tasks efficiently. Once tasks have been created either automatically or manually they can be managed from the **Sales Workspace**. The Sales Workspace helps you organize your workload, prioritize follow-ups, and complete activities without navigating between multiple records. --- ### Access Your Tasks 1. Go to your **Sales Workspace**: [https://app-na2.hubspot.com/prospecting/243067709](https://urldefense.com/v3/__https://app-na2.hubspot.com/prospecting/243067709__;!!KHirrl6noV950oc!8w26zAOifyySxFjdedE5fiZm29NyeeNJ-V3bGW0ejpkcWcCCaw4D_qxfo5oHeF8o3j6ziPE2nPdatyf00YsOm4yFR9fMvCOZbZ0R$) 2. Click **Tasks** in the navigation menu. 3. On the left sidebar select the view labeled **✅ My Open Tasks / To Do:** [https://app-na2.hubspot.com/prospecting/243067709/tasks/view/355044838](https://app-na2.hubspot.com/prospecting/243067709/tasks/view/355044838) The Tasks page displays all tasks assigned to you and provides tools to organize and manage your workload. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Sep-10-2026-04-16-30-8223-PM.png?width=670&height=284&name=image-png-Sep-10-2026-04-16-30-8223-PM.png)   ### Completing a Task 1. Open the task by selecting the associated record from the task list. 1. ![](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/image-png-Sep-10-2026-04-17-48-0675-PM.png?width=670&height=149&name=image-png-Sep-10-2026-04-17-48-0675-PM.png) 2. Complete the activity associated with the task (for example, make a call, send an email, or log a note). 3. Mark the task as complete by either: 1. Selecting Completed from the Task Stage dropdown, or 2. Clicking the checkmark next to the task title. ![update task stage-1](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/update%20task%20stage-1.png?width=670&height=379&name=update%20task%20stage-1.png) > Completed tasks remain associated with the record and are retained in activity history for reporting and reference purposes. ### Edit a Task 1. Open the task. 2. Select **Edit**. 3. Update the relevant task details (such as title, due date, assigned owner, or notes). 4. Save your changes. ### Reschedule a Task If a task cannot be completed by its due date: 1. Open the task. 2. Update the **Due Date**. 3. Save the task. **Note:** Rescheduling a task does not automatically notify the task owner. If the task is assigned to another user, communicate the change to them directly. ![change due date task](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/change%20due%20date%20task.png?width=670&height=393&name=change%20due%20date%20task.png)   > **Best Practice:** Always update the due date rather than leaving tasks overdue. --- ### Task Best Practices To maintain an organized and effective task management process: | ### Do - Use clear, descriptive task names. - Set realistic due dates. - Mark tasks complete as work is finished. - Associate tasks with the appropriate CRM record. - Review your task list daily. | ### Don't - Leave overdue tasks unresolved. - Create duplicate tasks for the same activity. - Use vague task names such as "Follow Up" without additional context. - Ignore task ownership assignments. | | --- | --- |   ### Frequently Asked Questions #### Why can't I see another user's tasks? Task visibility is controlled by HubSpot user permissions and team settings. By default, you can only view tasks assigned to you. If you need to view or manage another user's tasks, contact your HubSpot Administrator to request the appropriate permissions. #### Can tasks be created automatically? Yes. HubSpot workflows can automatically create tasks based on defined automation criteria such as lifecycle stage changes, deal updates, ticket updates, and other workflow actions. #### What happens when a task is completed? Completed tasks remain associated with the record and are stored in the record's activity history for future reference and reporting. - [HubSpot](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#main-content) - [Sales](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#sales) - [OSC/eLead Teams](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#osc-elead-teams) - [Highland Homes](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#highland-homes) - [Harris Doyle Homes](https://hubspot.claytonpropertiesgroup.com/knowledge-base/hubspot?hsLang=en#harris-doyle-homes) [![Clayton\_HubSpot\_Services\_Navy\_Logo\_RGB](https://hubspot.claytonpropertiesgroup.com/hs-fs/hubfs/Clayton_HubSpot_Services_Navy_Logo_RGB.png?width=150&height=80&name=Clayton_HubSpot_Services_Navy_Logo_RGB.png "Clayton_HubSpot_Services_Navy_Logo_RGB")](https://hubspot.claytonpropertiesgroup.com?hsLang=en) Copyright © 2026, Clayton HubSpot Services