Do you ever feel overwhelmed by approaching due dates, prioritizing tasks, settings reminders, or the possibility of missing important conversations? Managing such tasks might feel challenging, but with HubSpot Tasks, you can stay organized and up-to-date on the critical activities.
And, guess what?
EazyBe makes it even easier by allowing you to create HubSpot Tasks directly from WhatsApp!
Curious, how?
Let’s find out.
Select the Contact
Choose the contact for whom you want to create a task. Make sure this contact is linked to a HubSpot contact.
Open the Chat and Access Tasks
Open the contact’s chat in WhatsApp and click on the HubSpot icon. The second button on the top bar will take you to the Tasks section.
Create a Task
You can easily create a task by clicking on the Add Task button as given below:
Set Task Priority
There's an option to set the priority for your tasks. ensuring the most important ones are at the top.
Create Multiple or Subsequent Tasks
You can create multiple or subsequent tasks by clicking on the plus icon.
Note: Once a task is completed, you can simply check it, and it will move to the Completed section below. This helps you to keep a track of completed tasks and maintain a clear overview of your pending tasks.
We hope this article has helped you better understand how EazyBe works! If you have any questions or need further assistance, feel free to reach out to us at [email protected]. We're happy to help!