Tasks in HubSpot now work like the rest of the CRM
5:07
I know project management has to happen. I just don't want to buy and set up another tool for it.
So a tasks app in HubSpot that behaves like contacts and deals is a relief, and my own agent can set it up for me.
Trisha Merriam is running a client project plan with 122 tasks in it, and she's finding that “it is hard to associate tasks with projects after the fact if the task has already been created.” I've run into the same thing. The hard part is knowing which object to use when.
Where this came from
Another Orange Morning - May 28, 2026Watch the full conversation this clip was pulled from.
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