Web Tasks in HubSpot CRM

Watch a recorded Tasks flow inside HubSpot CRM on desktop web. Every screen and interaction is captured step by step — see exactly how HubSpot CRM designs the Tasks experience for web users.

Business, CRM

HubSpot CRM is a user-friendly platform designed to streamline customer relationship management for businesses of all sizes. It offers tools for tracking and managing leads, automating workflows, and analyzing sales performance, all within a single interface. With its seamless integrations and robust reporting capabilities, HubSpot CRM helps teams optimize customer interactions and drive growth.

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  • Web
Showing 23 Flows
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In this video
  • Contacts
  • Empty state
  • Create task
  • Set priority
  • Assign task
  • Set due date
  • Set reminder
  • Add note
  • Tasks
  • History
  • Task details
  • Edit task details
  • Tasks
  • Task completed
  • Tasks
  • Create task
  • Tasks
  • Confirm delete
  • Tasks
Tasks 19 Screens
Tasks screenshot
Contacts
Tasks screenshot
Empty state
Tasks screenshot
Create task
Tasks screenshot

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Set priority
Tasks screenshot

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Assign task
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Set due date
Tasks screenshot

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Set reminder
Tasks screenshot

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Add note
Tasks screenshot

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Tasks
Tasks screenshot

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History
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Task details
Tasks screenshot

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Edit task details
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Tasks
Tasks screenshot

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Task completed
Tasks screenshot

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Tasks
Tasks screenshot

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Create task
Tasks screenshot

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Tasks
Tasks screenshot

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Confirm delete
Tasks screenshot

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Tasks
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HubSpot CRM Flows

  • Contacts
  • Empty state
  • Create task
  • Set priority
  • Assign task
  • Set due date
  • Set reminder
  • Add note
  • Tasks
  • History
  • Task details
  • Edit task details
  • Tasks
  • Task completed
  • Tasks
  • Create task
  • Tasks
  • Confirm delete
  • Tasks

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HubSpot CRM Tasks Flow on Web — Full Sequence

This recording documents the Tasks flow inside HubSpot CRM's web experience, captured from the live desktop product. Rather than showing summarized highlights, it preserves the full flow — every screen, hover state, transition, and UX decision — so you can study the real experience, not a press-ready version.

Web-Specific Tasks Design Considerations

Tasks on the web comes with different constraints than mobile: larger screens, multi-column layouts, keyboard shortcuts, and richer interaction possibilities. HubSpot CRM's approach to Tasks on web reflects those realities, and seeing it in full makes it easy to understand the design decisions behind the flow.

A Reference for Tasks Research on the Web

For growth teams, designers, and PMs researching Tasks patterns on the web, this recording provides a direct reference to a production implementation. For teams benchmarking against HubSpot CRM specifically, it's a detailed look at how the brand handles this moment of the experience.

Frequently Asked Questions

What does the HubSpot CRM Tasks flow cover?

The recording captures the full Tasks sequence inside HubSpot CRM on desktop web — every step, every transition, and every significant design decision from start to finish.

How does HubSpot CRM's web Tasks differ from its mobile versions?

Web Tasks flows typically use more screen real estate, richer hover interactions, and keyboard-friendly patterns that don't work on mobile. If HubSpot CRM also has iOS or Android entries, you can cross-reference to see the platform differences.

Can I see Tasks flows from other web products?

Yes. The web Tasks flows category gathers the same flow type from many different web products, so you can compare HubSpot CRM's approach against competitors and alternatives.

How up to date is the HubSpot CRM Tasks recording?

Recordings are refreshed when HubSpot CRM ships notable redesigns, so the Tasks flow reflects the current web experience.