1)

Welcome!

In this Guide, we will learn how to create a Task on HubSpot

2)

Click on "Sales"

3)

Click on "Tasks"

4)

Click on "Create task"

5)

Add a "Task title"

6)

Click here to select the "Type" of the task

7)

Select a type

8)

Click here to select "Priority"

9)

Select the Priority of the task

10)

Click on "Search records"

11)

Type to search

12)

Select anyone among your search results

13)

Click here to change the "Assignee"

14)

Add the other information as per your requirement

15)

Select this check box if you want to set reminder

16)

Set reminder time

17)

Select time

18)

Add "Notes" if you want

19)

Click on "Create" and you're done!