Maximizing Ticket Efficiency with Tasks and Notes

In this lesson, you will learn:

1. The distinction between tasks and notes within HubSpot tickets.
2. How to use notes for providing visibility, mentioning team members, and adding context.
3. The process of creating tasks and automatically generating tasks from notes.
4. Assigning tasks to team members or oneself and setting up reminders.
5. Importance of task priorities and marking tasks as complete.
6. Navigating the HubSpot interface to view and filter tasks assigned.
7. How the task completion status is reflected in the ticket and how it aids in efficient ticket management.