How do I manage my tasks and to-do list?

HubSpot has a tasks area that works as your personal to-do list — create tasks with due dates and work down your queue each day. Tasks can be tied to a contact, company, or deal, so the context is right there when you do them.

• Create a task whenever you need to follow up — a call to make, an email to send, a check-in next week.
• Set a due date so it appears in your queue at the right time.
• Work your queue at the start of the day — your tasks are your prioritized list of what to do next.

Many teams have some tasks created automatically by the system (for example, a follow-up when a deal hits a stage). If your queue looks empty or overwhelming, your admin can help tune what shows up.