--- title: Creating Tasks and Comments in HubSpot description: Quick reference for creating tasks, adding comments, and managing your daily workload in HubSpot. --- [Skip to content](https://hubspot.logicalposition.com/migration/knowledge/creating-tasks-and-comments-in-hubspot#main-content) English Show submenu for translations ![LPLogo\_White\_Horizontal.png\]](https://hubspot.logicalposition.com/hs-fs/hubfs/LPLogo_White_Horizontal.png?height=40&name=LPLogo_White_Horizontal.png) - [Default HubSpot Blog](http://blog.logicalposition.com/) Open main navigation Close main navigation - [Default HubSpot Blog](http://blog.logicalposition.com/) - English Show submenu for translations - Go to logicalposition.com Go to logicalposition.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://hubspot.logicalposition.com/migration/knowledge?hsLang=en) 2. [Product Specialists](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en) 3. [Project Management](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#project-management) # Creating Tasks and Comments in HubSpot ## Quick reference for creating tasks, adding comments, and managing your daily workload in HubSpot. ### Overview Tasks and comments are essential tools for managing your daily workload in HubSpot. Use tasks to create reminders and assign work, and use comments to add context to activities without creating formal assignments. --- ### **External Resources** **[HubSpot User Guide: Task Creation & Activity Commenting](https://docs.google.com/document/d/1YPxIzqSxKa4fJsjJFbfIfURWhL0InwdR6gngAx_HdPw/edit?usp=sharing)** **[Visual Walkthrough Guide](https://hubspot.logicalposition.com/hubfs/Create%20and%20Manage%20Tasks%20in%20HubSpot.pdf?hsLang=en)** [**Video Tutorial**](https://hubspot.logicalposition.com/hubfs/Using%20Tasks%20%26%20Comments%20In%20HubSpot.mp4?hsLang=en) ### Creating a Task #### Quick Steps 1. Navigate to your project record 2. Click the **Task** button in the left column activity bar 3. Fill out the task form (see required fields below) 4. Click **Create** #### Required Fields **Task Title**: Brief description of what needs to be done **Due Date**: When the task needs to be completed - Set time to **end of day** for day-specific tasks to avoid showing as overdue during your workday **Assigned To**: Defaults to you, but can be reassigned to any HubSpot user #### Optional but Useful Fields **Priority**: Use strategically to triage your queue when multiple items are due **Queue**: Type "Specialist" to see relevant queue options for organizing tasks **Repeat**: Automatically creates the next task when you mark the current one complete - Useful for weekly product pulls, monthly budget reviews, or quarterly check-ins **Description**: - For yourself: Keep it simple or skip it - For others: Provide complete context about what needs to be done and why --- ### When to Create Manual Tasks Create manual tasks for work outside your standard optimization cadence: - Spend checks between optimizations - Product approval follow-ups - Platform issue monitoring - Collaboration reminders - Quick account check-ins that don't require full optimization documentation --- ### Adding Comments to Activities #### Quick Steps 1. Locate the activity card in the project's activity feed 2. Click **Add Comment** in the bottom left corner of the card 3. Write your comment 4. Click **Save** #### Mentioning Users Type **@** followed by a user's name to notify them: - They'll receive an email notification - They'll receive an in-app notification (bell icon) - The notification links directly to your comment --- ### Comments vs. Tasks: When to Use Each #### Use Comments When: - You need quick clarification - You're adding context to existing work - The communication is informational, not action-oriented - You're having a conversational exchange #### Use Tasks When: - Something specific needs to be done by a deadline - You need accountability and tracking - The work needs to appear in someone's queue - You want visibility into completion status --- ### Completing Tasks **In Your Queue**: Click the checkmark icon on the task card **In Activity Feed**: Mark tasks complete directly from the activity feed **Repeating Tasks**: When you complete a repeating task, the next instance automatically generates based on your repeat settings --- ### Finding Your Tasks #### Customer Success Workspace - **Summary Tab**: Quick snapshot with today's, overdue, and tomorrow's tasks - **Actions Tab**: In-depth task management with multiple filtered views - **Dashboard Tab:** Assigned tasks are organized into pre-filtered, custom reporting for easy discovery. #### Tasks Index View Navigate to **CRM** → **Tasks** in the left navigation to see all tasks assigned to you --- ### Best Practices **Be Specific with Titles**: "Review campaign performance after budget increase" is better than "Check account" **Provide Context for Others**: When assigning tasks to teammates, include complete information in the description **Use Repeating Tasks Strategically**: Set them up once for recurring responsibilities instead of manually recreating them **Check Your Queue Daily**: Review Today and Overdue views each morning to prioritize your workload **Keep Comments Focused**: Use them for specific, actionable information that should be visible on the record --- ### Common Questions **Q: Can I edit a task after creating it?** Yes. Click and expand on the task in the activity feed, then make your changes in the relevant fields. **Q: Why do all tasks require a time?** HubSpot's schema requires it. For task that are not time dependent, set the time to end of day to ensure it does not go overdue during the day. **Q: Will tasks I assign to others appear in my queue?** No, they only appear in the assigned user's queue. You can see them in the activity feed. **Q: Can I comment on activities created by other users?** Yes. You can comment on any activity visible to you in HubSpot. **Q: Are comments private?** Comments are visible to anyone with access to the record. They're internal to your organization but not private between individual users. - [Account Managers](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#main-content) - [Submitting Quickbase Requests from HubSpot](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#submitting-quickbase-requests-from-hubspot) - [HubSpot Co-Pilot](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#hubspot-co-pilot) - [Quick Guides](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#quick-guides) - [On-Boarding](https://hubspot.logicalposition.com/migration/knowledge/account-managers?hsLang=en#on-boarding) - [Product Specialists](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#main-content) - [Project Management](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#project-management) - [Dashboard & Navigation](https://hubspot.logicalposition.com/migration/knowledge/product-specialists?hsLang=en#dashboard-navigation) - [Support Teams](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#main-content) - [Data Feed](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#data-feed) - [Code Install](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#code-install) - [Creative Services](https://hubspot.logicalposition.com/migration/knowledge/support-teams?hsLang=en#creative-services) - [Default HubSpot Blog](http://blog.logicalposition.com/) [![LP Logo\_Color\_Horizontal](https://hubspot.logicalposition.com/hs-fs/hubfs/LP%20Logo_Color_Horizontal%20(2).png?width=2501&height=609&name=LP%20Logo_Color_Horizontal%20(2).png "LP Logo_Color_Horizontal")](http://logicalposition.com) logicalposition.com Help Center Copyright © 2026, Logical Position