How do I create a task in HubSpot?

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:

      • 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.

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.