Mark a Task as Complete in HubSpot – Step-by-Step
Managing tasks efficiently in HubSpot is essential for staying organized and driving productivity across sales, marketing and service teams. Whether you’re preparing for the HubSpot examroll, learning HubSpot project management best practices or simply trying to streamline your workflow, understanding how can you mark a task as complete in HubSpot is a fundamental step.
As a HubSpot Agency, we help businesses maximize their use of HubSpot by aligning daily activities with larger business goals. Below is a practical guide that explains how task completion works in HubSpot, its benefits and additional ways you can leverage task management for project success.
Why Task Management Matters in HubSpot
Task management in HubSpot is more than just checking boxes. It helps ensure that critical follow-ups, client outreach and internal processes happen on time. By marking tasks as complete, you can:
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Track progress across your pipeline.
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Measure team performance.
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Maintain accurate and up-to-date CRM data for better customer management.
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Support accountability across departments.
For anyone preparing for the HubSpot examroll or building skills in project management, these steps are vital to master.
Step-by-Step: How to Mark a Task as Complete in HubSpot
1. Navigate to Your Tasks
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From the HubSpot main dashboard, go to Sales > Tasks (or use the global search bar).
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This view shows all your assigned tasks by due date, priority or status.
2. Select the Task
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Click the task you’ve finished from the list.
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You’ll see details such as due date, notes and related contacts, companies or deals.
3. Mark the Task as Complete
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Inside the task card, click the checkbox next to the task name.
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When viewing task details, simply click the ‘Mark as Complete’ button at the top.
4. Confirm Completion
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Once marked, the task moves from the “Open” list to the “Completed” list.
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You can always revisit it under Completed Tasks for reporting or recordkeeping.
Pro Tip: If you’re working through multiple activities, use keyboard shortcuts (e.g., the spacebar to check tasks quickly) to save time.
How Do I Mark a Task Complete in HubSpot on Mobile?
If you use HubSpot mobile app, the process is similar:
This is particularly helpful for sales reps on the go.
Using HubSpot for Project Management
Beyond simple task completion, HubSpot can function as a light project management tool. Here’s how:
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Task Queues: Build sequences of related tasks for follow-ups or campaigns.
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Use Reminders: with due dates and notifications to stay on track and prevent missed deadlines.
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Associations: Link tasks to contacts, companies, deals or tickets for full visibility.
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Reporting: Use dashboards to analyze how efficiently tasks are being completed.
This makes HubSpot a flexible option for teams looking to manage projects without external tools.
Common Mistakes When Completing Tasks
Even experienced users make errors when marking tasks complete. Watch out for:
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Forgetting to associate the task with a deal or contact (leading to data gaps).
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Marking tasks complete too early, before action is finalized.
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Not using task queues, which can cause clutter in larger workflows.
How Completing Tasks Impacts Reporting
When you consistently complete tasks:
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Managers gain clarity on team productivity.
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Sales forecasts improve, since incomplete tasks often block deal progress.
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Customer experience benefits, as no communication falls through the cracks.
If you’re studying for the HubSpot examroll, remember that task completion affects overall pipeline health and reporting accuracy.
Best Practices for HubSpot Task Management
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Use consistent naming conventions for tasks (e.g., “Follow-Up Call: [Client Name]”).
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Regularly review completed tasks for reporting and workflow improvements.
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Combine tasks with workflows to automate reminders and assignments.
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Keep the task list clean by archiving or filtering older completed items.
Conclusion
Understanding how can you mark a task as complete in HubSpot is a small but vital skill that improves productivity, supports reporting accuracy and helps teams stay accountable. Whether you’re exploring how to use HubSpot for project management or preparing for the HubSpot examroll, mastering this process will streamline your CRM experience and make your daily work more efficient.
For organizations seeking expert guidance, partnering with a certified HubSpot Company ensures you’re not just checking tasks off a list but building workflows that accelerate business growth.
FAQs
1. How can you mark a task as complete in HubSpot examroll?
Click the checkbox beside the task or use the “Mark as Complete” button; it updates your progress in examroll scenarios as well.
2. How can you mark a task as complete in HubSpot from a deal record?
Open the deal record, locate the associated task and click the checkbox to mark it as done directly from the timeline.
3. How long are completed tasks stored in HubSpot?
Completed tasks stay in your CRM until deleted, providing long-term historical tracking and reporting.
4. Can HubSpot be used for project management tasks?
Yes, HubSpot offers task queues, reminders and reporting features that make it useful for lightweight project management.
5. Does marking tasks complete affect HubSpot reports?
Absolutely. Completed tasks feed into productivity and sales activity reports, giving managers accurate performance insights.
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