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Using Tasks With Workflows

Academy Video
1 Video | 4 Minutes

In this wholesome and heartwarming video, Mister Jepson talks about ways to automate tasks using workflows in HubSpot. - Using Tasks With Workflows

Use task queues

Task queues organize tasks into groups that can be used when filtering tasks. - Use task queues

More Resources

Check out relevant Academy videos and Community spaces

Enabling your sales team to spend more time selling

Academy Video
3 Videos | 25 Minutes

Learn how to identify the tasks that distract your team from selling and find ways to remove or automate those tasks. - Enabling your sales team to spend more time selling

Workflows Library

Browse example workflows and learn how to set them up in your HubSpot account. - Workflows Library

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LZhong6 on November 14, 2025
Hi All, I have set up a team-level permission structure with a hierarchy. For example, Team Europe and Team Asia are at the first level, while Team FR and Team IT are second-level teams under Team Europe . Now I have a scenario where cer read more
0 upvote
3 Replies
Hall of Famer | Partner
November 14, 2025
@LZhong6 have you reviewed the article I shared? I am not referring to syncing ownership (e.g. via sync properties or 'Edit record'), I am referrin...read more
CEustace on November 13, 2025
Hey everyone! I've noticed several threads about aerospace, defense, and government contractors struggling to use HubSpot while meeting ITAR and FedRAMP requirements. I wanted to share a practical solution that's working well for companies in regula read more
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Solved
cbierwerth23 on November 13, 2025
I have customer accounts with various contracts that have expiration dates to track. A single customer can have multiple contracts with different expiration dates. Each contract has a renewal notice period (ranging from 30 to 180 days) and a ter read more
0 upvote
3 Replies
Participant
November 13, 2025
Thank you very much!
HEllis4 on November 13, 2025
The 'companies' page is not loading for one of the team. She is able to search for a company and view the data that way as well as see and complete tasks, view contacts etc (she is a super admin). The only think that doesn't work is the companies pa read more
0 upvote
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Top Contributor
November 13, 2025
Hi @HEllis4 I checked the HubSpot status page and couldn't find any indication of an ongoing or recent service disruption. Since you're using...read more
HDobbie on November 13, 2025
The contacts page is just showing as loading. The company page is fine. I have followed Hubspot support and updated Chrome and cleared the cache. I have also tried it in the Edge browser and it does the same. Please help!
0 upvote
3 Replies
Member
November 13, 2025
I'm having the same issue, both Firefox and Edge. Companies is fine, individual contact records are fine, it's just the main Contacts page.
Solved
Rubi_MedMen on November 13, 2025
Today the METRICS banner in Deals Pipeline is very useful to see genral info about this view. The problem is that it is very basic with its deisn. My idea is to let the Admin to this it as he needs and to let it be used as the main TOOLBOX to con read more
Hall of Famer | Partner
November 13, 2025
Hi @Rubi_MedMen , There are no options to apply your brand kit or branded design choices to the deal insights – if you want to request this fr...read more

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