Activities & TasksEasy15 seconds
How to Create Tasks in HubSpot Quickly
Learn how to create follow-up tasks in HubSpot fast. Compare form-filling with Shabe's one-line task creation.
The HubSpot Way
Multiple clicks through menus and forms:
Navigate to Tasks → Create task → Fill form → Set due date → Assign → Save
⏱️ Takes 2-5 minutes + context switching
The Shabe Way
Just type what you need:
"Create a task to call John about pricing next Tuesday"
⚡ Instant results in seconds
Why Tasks Matter
Tasks ensure nothing falls through the cracks:
- Follow-up reminders - never miss a call
- Deal progression - move deals forward
- Team coordination - assign work
- Accountability - track commitments
Yet reps avoid creating tasks because it interrupts their flow.
The Traditional HubSpot Way
- Go to Tasks or Deals
- Click Create task
- Enter Title
- Write Description
- Set Due date
- Choose Type (Call, Email, To-do)
- Assign owner
- Link to contact/deal
- Click Create
The Shabe Way
"Create a task to call John about pricing next Tuesday"
Shabe parses everything and creates the task.
What Shabe Understands
"Create a task to follow up with Acme tomorrow"
→ Task: Follow up with Acme
→ Due: Tomorrow
→ Associated: Acme Inc (company)
"Remind me to send proposal to john@techcorp.com on Friday"
→ Task: Send proposal
→ Due: This Friday
→ Associated: john@techcorp.com (contact)
"Add a task for Sarah to demo the product next week"
→ Task: Demo the product
→ Due: Next week (Monday)
→ Assigned: Sarah
Task Types
"Create a call task..."
"Add an email reminder..."
"Set a to-do..."
"Schedule a demo task..."
Batch Task Creation
"Create follow-up tasks for all my demo-stage deals"
"Add tasks to call all hot leads tomorrow"
"Create proposal tasks for deals in negotiation"
Get Started
Connect HubSpot to Shabe and try "Create a task to [action] [when]" for instant task management.
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