When creating a task there are two ways you can go about it:
First is on Index pages and records,
- In your HubSpot account, navigate to CRM > Tasks.
- In the upper right, click Create task.
- In the right panel, enter the details for your task.
- Click Create. To create the current task and start creating another task, click Create and add another.
Then to create a task for Specific Records:
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- Navigate to your records:
- Contacts: In your HubSpot account, navigate to CRM > Contacts.
- Companies: In your HubSpot account, navigate to CRM > Companies.
- Deals: In your HubSpot account, navigate to CRM > Deals.
- Tickets: In your HubSpot account, navigate to CRM > Tickets.
- Custom objects: In your HubSpot account, navigate to Contacts > [Custom object]. If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.
- Navigate to your records:
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If you're creating a task for multiple records in bulk:
- Select the checkboxes next to the records you want to create tasks for.
- Click + Create tasks at the top of the table.
- In the right panel, enter the details for your tasks, then click Create. A task will be created for each selected record.
If you're creating a task for an individual record:
- Click the name of the record.
- In the left panel, click Task.
- In the task editor, enter the details for your task.
- Click Create.