Is there a way to create and track projects with subtasks, categories, and multiple views in HubSpot?
I’m trying to find out if there’s a way to track projects in Hubspot. I need to be able to create a main task or “project” and be able to add lots of detailed information to it along with individual tasks based on each main task or project. I also need to be able to sort and categorize everything and be able to setup multiple different views. Is there something in Hubspot that will allow me to do this?
Moderator Note: this post was reviewed for relevancy and optimized for clarity on 4/8/26. Thank you for your contributions to the HubSpot Community!
The tool allows you to create overall projects with main tasks and sub-tasks. It may not have all of the functionality you need depending on how specific your views and categorization need to be, but it’s worth exploring if nothing else.
Otherwise, depending on your needs, you may be better off using a dedicated project management tool.
I think keeping things simple and organized is the way to go regarding project management. In my opinion, having a solid plan from the start saves you so much trouble later on. It’s like building a strong foundation for a house—everything just works better. I’d recommend breaking things down into smaller tasks so they don’t feel overwhelming. It’s also super important to have regular check-ins with your team to ensure everyone’s on the same page. If you’re looking for tools to help you with project management, you might want to check out Mantralis. It offers various features that could make handling different tasks easier and more efficient.
Good news, there’s a public beta for this under Settings → Product updates → All → Project Object with Gantt Chart View:
Project Object with Gantt Chart View
What is it?
You can now manage projects using a new Project object and visualize them with a Gantt chart view, giving you the ability to execute structured project management directly in HubSpot’s Smart CRM. The Gantt chart view provides a visual timeline of your records and associated tasks, helping you see how work is progressing over time. You can also use table view and board view.
Why does it matter?
Teams managing cross-functional work often struggle with visibility into project timelines and task dependencies. Previously, managing projects in HubSpot required adapting existing tools, leading to scattered information and misalignment. With native project management in the CRM, teams can track progress, adjust timelines, and keep project data connected to workflows and reporting all in one place.
With the Project object and Gantt chart view, teams can:
See timelines and tasks in one place
Track progress and adjust plans as things change
Keep project data connected to workflows, reporting, and the rest of the CRM
Hey @JacMontgomery!
Great question - you’re thinking about this exactly the way HubSpot just started to address it.
HubSpot recently released a new Projects object that lives in the CRM alongside Deals, Tickets, Contacts, and Companies. It’s still early, but it gives you a way to manage “main tasks” (Projects) and then break them down into individual tasks with due dates, owners, and status.
Here’s how you can set this up today in HubSpot:
1. Enable the Projects object
In your HubSpot portal, go to Settings → Objects → Object library and turn on Projects.
Then, head to Product Updates in your HubSpot portal, find the Gantt chart beta, and opt in so you can visualize timelines.
2. Create Projects as your “main tasks”
Each Project record can hold details like start date, target due date, duration, and owner.
You can add notes, associate it with Deals/Companies, and customize properties to capture whatever information matters for your process.
3. Add individual tasks to Projects
Inside a Project, you can create tasks with their own start dates, due dates, and assignments.
These tasks can be viewed in a Gantt chart (timeline), calendar, or in Kanban-style pipelines.
4. Use views and filters for categorization
Projects can be sorted and filtered just like other objects in HubSpot.
For example, you can create views for “Overdue Projects,” “Projects by Owner,” or “Projects due this month.”
Tags like Due soon and Overdue are built in, which is a nice surprise for a new object.
5. Watch for new features rolling out soon
HubSpot already has subtasks, dependencies, task cards, and project templates in development. Those will give you more detailed breakdowns and standardized processes.
