Dashboards & Reporting

SBrown801
Participant

Setting Tasks on my home page

SOLVE

Hi

 

I work for a not for profit and we are currently using the free version of Hubsot.

Having been used to a different CRM in my corporate days I'm enjoying the Hubspot experience so far. Although probably not yet using it to it's full potential.

 

I am starting to set tasks, and want to make them visible each time I log into Hubspot.

 

How can I set the tasks as my default landing page/homepage view?

 

Thanks!

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Setting Tasks on my home page

SOLVE

Hi @SBrown801,

 

Navigate to Settings > General > Profile, then scroll down a bit 🙂

 

karstenkoehler_0-1709634692522.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2 Replies 2
SBrown801
Participant

Setting Tasks on my home page

SOLVE

Thanks for such a quick reply to my naive question

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Setting Tasks on my home page

SOLVE

Hi @SBrown801,

 

Navigate to Settings > General > Profile, then scroll down a bit 🙂

 

karstenkoehler_0-1709634692522.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.