How to Use HubSpot for Project Management? Complete Answer

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Like most people, you probably think of project management as only necessary for large, complex projects. However, even small projects can benefit from some level of project management. And if you're using HubSpot, you have access to a powerful project management tool that can help you get your projects organized and completed on time. 

In this article, we'll show you how to use HubSpot for project management. We'll also discuss how to create projects, organize tasks, and track progress. Moreover, you’ll get some useful tips on getting the most out of HubSpot's project management features.

What is Project Management?

It is the process of directing and guiding a team to achieve particular project goals utilizing a set of techniques, abilities, and information. Most deliverables in project management have deadlines and budgets that can't be changed. With HubSpot's project management tool, you can plan, make, and also start projects to help your team work faster. With HubSpot Projects, you can give project tasks to different people, set due dates, attach files, and link to other HubSpot tools that are useful. This makes your team's projects more structured and also productive for every member.

How to Use HubSpot for Project Management?

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Creating Projects

The first step in using HubSpot for project management is to create a project. To do this, go to your HubSpot account and click on the "Projects" tab. On the "Projects" page, you'll see a button that says "Create Project." Click on this button to get started. You'll be asked to provide your project's name and select a start date and end date. You can also specify whether you want your project to be private or public. Once you've created your project, you can begin adding tasks.

Organizing Tasks

Adding tasks to your projects is easy with HubSpot. To add a task, click on the "Add Task" button on the "Projects" page. When you add a task, you'll be asked to provide a name, description, and due date. You can also assign the task to specific team members. Once you've added tasks to your project, you can organize them using HubSpot's drag-and-drop feature. Simply click on the task and drag it to the desired location. You can also create task groups by dragging one task over another. This is a great way to organize tasks that are related to each other.

Tracking Progress

HubSpot makes it easy to track the progress of your projects. To do this, simply click on the "Projects" tab and then click on the "Progress" sub-tab. On the "Progress" page, you'll see a graphical representation of how much progress has been made on each task in your project. You can also see how many days remain until each task is due.

A Better Way for Improving Project Management

The project management software from HubSpot provides a ton of features to help you expand your company and integrations for the ones it needs. It has a lot of useful software that works well together to give you everything your business needs in one place. HubSpot is the best way to grow your business while getting better at managing projects and also getting more done. Give it a go, and see if you end up loving it as much as the company's other clients do.