Ccreating and managing tasks in hubspot

HubSpot tasks are so much more than a simple to-do list—they empower you to set clear reminders for yourself and your colleagues, making it easy to manage responsibilities in a way that’s streamlined and effective. Each task is linked to a relevant contact, company, or deal record, providing all the necessary context at your fingertips. This approach keeps everyone on track and ensures no detail is missed, without creating unnecessary email traffic or confusion. By using HubSpot tasks, you’ll find it easier to prioritise, delegate, and complete actions on time—enabling a more organised, accountable, and collaborative way of working across South Hampshire College Group.

View the hubspot guide on creating tasks here, or use the training wihtin our own system below for a live walk through.

It's also helpful to understand how you can filter, search and segment your tasks so that if you have a meeting cancelled and want to make the most of the time, or a quick ten minutes when you need to feel progress, you can easily pick out some quick wins to give you a boost.

Find out more about task views and filtering here