HubSpot is like a powerful address book for businesses whose work is not just storing contact, but also increasing the overall efficiency of teams in a company. Among HubSpot’s top features to help you meet this goal are Deals and Tasks. Deals focus on the macro level of what’s happening in the sales process, while tasks display the micro level.
In this article, we’re going to focus on tasks.
So, What Are Hubspot Tasks?
Tasks in HubSpot is a feature that team leaders can use to manage and organize their teams’ workload. It’s a versatile tool that makes it easy to create, assign, and track tasks. Thanks to this feature, it’s easier to meet deadlines and ensure that every project running within the business progresses smoothly.
If you’re just getting started and are using a top-rated onboarding partner like RevPartners that understands what are HubSpot tasks (and other crucial topics related to HubSpot), you’d be in safe hands. The only thing you have to worry about is what other things you should do to increase the productivity of your business. Your onboarding partner should be able to use Tasks and other HubSpot features to promote collaboration, manage workloads, and reach peak team efficiency.
The “Tasks” screen is useful when you want to prioritize specific activities, usually by the due date. However, it’s also useful if you want to sort and manage various task types, contacts, and titles.
Creating a task is a straightforward process that starts when you click the “Create Task” button. Once there, you should give the task a custom name and assign it a type – That’d be helpful if you ever need to prioritize tasks based on their types. You can also add priority to a single task, which is why it’s advisable to name your tasks appropriately.
After naming and categorizing a task, you proceed to associate it with a given contact, thus accessing tasks related to the contact identity every time you search for them. This would be important if you need to prioritize tasks based on contacts. Once your task becomes associated with a certain contact, it’s time to assign it to someone in the portal while also selecting a queue.
As you finalize the task creation process, you may set a due date and time for the given tasks. A good example is when you set a due time to check in with a client who isn’t in their buying cycle at the moment but they will be in roughly 5 weeks from when you’ve last contacted them.
You can even add images, notes, documents, links, and snippets to the tasks that you’ve created to ensure that you don’t miss any important details.
What About Task Queues?
You’ll be using the Today View feature to achieve high-velocity selling by queueing up tasks so that they flow smoothly from one to the next. Of course, it’s important to have your priority lists set up right, for the best results.
Once everything is set up and running, you can now use task queues to call and/or email your prospects, even perform social communications on LinkedIn, without exiting HubSpot at any point. Additionally, you can turn any view into a queue simply by hitting the “Start Tasks” button.
And There You Have It
HubSpot Tasks is a powerful feature that enables team leaders to create and manage tasks effectively. With this feature, you never have to worry about missing a task or completing it late.
The process of using the feature is rather straightforward, especially with the resources that HubSpot offers, but if you want to make the process even easier, consider engaging a reliable HubSpot onboarding partner like RevPartners.
Today Business Times