With Tasks, you can:
Organize tasks into lists or project phases
Share files alongside actionable to-dos
Sync tasks with your calendar
Share and assign tasks to clients via the Client Portal
Create a New Task
You can create a task in a few different places:
From the Task icon in the left sidebar of your Hubflo dashboard
Directly from the Tasks tab inside a Project or Workspace
When creating a task, you can:
Add a title
Add a due date and time
Choose a type: To-Do, Call, Event, Email, or Milestone
Link it to a Project or Workspace
Track time (🕒 on the top right)
Assign it to teammates or clients
Link it to a Contact in your Directory
Add tags
Note: Need to attach a document, image, or brief to a task? You can upload files directly to any task.
Create Subtasks
Break big tasks into smaller steps by adding Subtasks. To create a subtask:
Open a task
Click the ✅ double checkmark icon next to the task title
Add your to-dos— these will appear as subtasks under the main task
View & Manage Tasks from the Dashboard
Click the Task icon in the left sidebar of your Hubflo dashboard to access your full task list. You’ll be able to:
🖥 Choose Your View
Table – great for detailed overviews
List – simple, focused task view
Calendar – see tasks by date (must be synced with your calendar)
🔍 Filter Your Tasks By
Date (Overdue, Today, Tomorrow, This Week, Undated)
Assigned To
Project
Status
Task Type
Tags
Contact Type
↕ Sort & Reorder
In the list view, sort tasks by ascending or descending date, by team member, or by contact.
⋯ Task Actions
Click the three dots next to any task to:
Add it to your calendar
Track time
Edit or delete it
Create Task Sections and Templates
Task Sections let you divide a project’s task list into clear, structured groups — like:
Project phases (e.g. Planning, Launch, Monitoring)
Task types (e.g. Admin, Design, Development)
Teams or roles (e.g. Legal, Finance, Client)
Create Task Sections in Projects
Open a Project and go to the Tasks tab
Click +New section
Name your section or select a Section Template
Create Section Templates
Save time by creating reusable section+task structures. These templates can be added to any new project in seconds. You can still edit each task’s details once you've added them to your project (due date, assignee, tags, etc.).
Go to ⚙️ Settings > Data > Templates > Sections & Tasks
Write the Section title
Click the "+" to add tasks under each section
To remove a section, click on its name and click on the trash icon.
📁 Want to See How Tasks Fit into Projects?
Tasks are often part of a larger workflow.
👉 Learn how to manage client work with Projects →