Quick tipHow toSales Hub

Complete tasks back to back

Delete from the index, not mid-queue.

Subscription
All tiers; consecutive needs Sales or Service seat
Permissions
Task access
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: complete tasks from the index, a record, or Gmail. Working through tasks consecutively needs an assigned Sales or Service seat. You can't delete a task while working through the view.

1. In HubSpot

The relevant screen in my demo portal.

Tasks preferences with Follow-up tasks checkboxes and default due date, time and reminder
Follow-up prompts (1) and task defaults (2).

2. Worth knowing

Build a saved view for each daily queue.

3. Related

Editing tasks.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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