How to Manage Projects From HubSpot (and Where It Falls Short)

Updated on July 27, 2026

At a glance: you can manage projects from HubSpot using its built-in projects object, which got a real upgrade at INBOUND 2025 and added a Gantt view in early 2026.

It handles tasks, owners, and deadlines next to your CRM data well. What it still does not do is track billable time, manage budgets, plan resources, or invoice, so services teams that bill by the hour usually pair it with a PSA tool.

You can manage projects from HubSpot, and since HubSpot's 2025 rebuild you can do more of it than before. The projects object lets you create projects tied to CRM records, assign tasks with owners and due dates, and, from early 2026, view them on a Gantt chart.

So the real question is not whether you can manage projects from HubSpot, but whether it is enough. If "managing projects" means task lists, owners, and deadlines sitting next to your customer data, HubSpot now handles that well. If it means tracking billable hours, watching budgets, planning who works on what, and invoicing from the work, you will still hit a wall.

Here is what HubSpot's native projects do in 2026, where they stop, and how services teams fill the gap.

What You Need to Know:

• What is HubSpot Projects?
• What can you do with HubSpot Projects?
• Pros
• Cons
• What users say
• HubSpot Project Management UPDATE: AI Tools Are Here
• Final Verdict

What is HubSpot Projects?

 HubSpot's projects object lets you plan and organize your team's work inside the CRM. You can group tasks under a project, assign owners and due dates, associate the project with contacts, companies, and deals, and report on it alongside the rest of your HubSpot data.

This is a step up from the original Projects tool, which launched in 2016 and stayed much the same for years. HubSpot rebuilt projects as a CRM object at INBOUND 2025, and a Gantt view moved from beta to general rollout in early 2026. You reach it from your account menu in the top right, then Projects.

What can you do with HubSpot Projects? 

HubSpot Projects helps you create, assign*, and track tasks around all your projects with handy, structured lists. 

You can easily share all the information you need for each task by uploading documents and commenting on the status. This makes HubSpot Projects an excellent collaboration tool.

In Projects, your team can easily view all tasks, tie those tasks to projects, and assign due dates. 

You can create your project from scratch or use one of HubSpot’s project templates which are great for saving time. We also like that you can learn a lot from these templates about inbound marketing tactics, in general. 

Next up, give your project a name, list out your tasks in order, and include any details and attachments that you need. You’ll also name each task and can engage in discussion around those tasks with mentions. 

That way, each team member will get an alert immediately when their collaboration is needed.

*Note that you can only assign tasks to people who have marketing access in your HubSpot account.

Pros 

• Templates galore!

HubSpot is known for their handy templates and overall helpful content that they extend to this project's feature in full force. 

HubSpot’s pre-populated project templates take you step by step through virtually any marketing project you can think of, like web redesign and launching a new email campaign.

These project templates were created by HubSpot’s own inbound marketing experts with best practices in mind. They’re essentially an extension of the HubSpot Academy, which means you can learn a lot about marketing just by going through them.   

You can also use past projects as templates, which is useful when you want to replicate successes. 

You can even build your template and push it to a different HubSpot portal, so that your customers can benefit from it, too. All in all, the wealth of super-useful templates is the best part of HubSpot Projects.

• You’re already in HubSpot anyway

You’re already using HubSpot to manage your sales and marketing, so you won’t have to jump to another tool when it’s time to lay out tasks for each project. 

Keeping your project management within the HubSpot environment can help you increase productivity by cutting down on multitasking. 

It’s also mentally easier for your team to stay within the same platform day to day; you won’t have to train anyone on a new, fancy software tool.

• Zero learning curve

Unlike onboarding a full-blown project management software solution, there is zero learning curve for HubSpot Projects. Anyone can pick up on its intuitive list functionality. You can get started immediately, no matter your tech IQ.

• Mentions & document sharing make it easy

Like Asana, PSOhub, and other project management tools, you can use mentions (i.e. “@JohnDoe”) to get a message to team members you need to communicate with to collaborate and execute the task at hand. 

Make sure everyone has their alerts turned on, and no one will be left out in the dark again. Share whatever documentation you need to by attaching it to individual tasks or to the project details.

Cons

• There are no project planning tools like Gantt charts or Kanban boards

Comprehensive project management is about more than just tasks, with planning as one of its most important disciplines. Besides a task list, HubSpot Projects doesn’t give you any standard project planning tools like Kanban boards or a Gantt chart. 

For many users, these tools are non-negotiable, which means they’ll have to onboard a more comprehensive project management solution. 

Doing so will also enable planning tools to ‘talk’ to task management, contracts, etc so that all your project data is interconnected.

HEY! HubSpot does offer some very useful project management templates (which you can find here and here) that include planning charts. 😀

But they’re not ‘smart’, like say, a real-time Gantt chart in a project management tool. This will force you into a siloed data situation that can create more work for you and your team to keep track of. 

• Not available with the Starter version

For small startups, it would be cheaper to onboard even the most expensive project management software than to upgrade to a Professional HubSpot license. Since Projects is not available with Starter, it will be out of reach for many users anyway.

• Templates geared toward marketing projects, specifically

Don’t get us wrong, the project templates in HubSpot Projects are great, and you can learn a lot from them. However, they’re centered around marketing, specifically. So if you’re a consulting firm or a creative agency, for example, they’re not targeted to those needs, and they’re less applicable to a wider spectrum of projects.

• Still no time tracking, budgets, or invoicing

HubSpot's projects gained planning views in 2026, including a Gantt chart. What they still do not include is the financial layer services teams run on: time tracked against tasks, budget and cost monitoring, resource and capacity planning, and invoicing from the hours you log. If you bill by the hour or juggle several client projects at once, that is the wall you hit.

• No connected invoicing

Since you can’t track time to tasks or projects in HubSpot Projects, this means you can’t use connected invoicing based on the time you need to bill. If you charge by billable hour, this isn’t the best system for you. Hint: You’re better off with a HubSpot integration with built-in invoicing instead. 

• No dependencies

Software developers and content creators, especially, deal in task-related dependencies in their daily work. So do designers and fit-out firms. It’s important to know which tasks carry dependencies since the project can in effect get stuck if someone misses a deadline or a supplier falls through. 

HubSpot Projects doesn’t offer dependencies in their task management tools, so you’ll have to invent a way to flag this on your individual tasks. You could add it in the task details, but the point is, that the functionality for dependencies isn’t built-in. 

What users say

It was difficult to find any HubSpot Projects users who have stuck with the tool in the long term, and we’ve never heard of teams of more than five who use it. 

We’ve seen on Reddit and other forums the same sentiments we’ve discussed here– 

HubSpot Projects just simply does not offer enough to solve all or even most of your project management needs, even for most small businesses. 

That’s why we recommend Projects for solopreneurs, startups, and small marketing firms, basically teams that don’t require an actual project manager.

HubSpot Project Management UPDATE: AI Tools Are Here

If Projects doesn’t cut it for you and your team and you still want to loop in your HubSpot data, the alternative is to get HubSpot-integrated project management. 

In other words, this is a project management software platform that offers a two-way sync with the HubSpot CRM. 

The importance of the two-way sync cannot be overstated, especially since this functionality will also help you get more out of new AI tools.

It’s quite simple: AI is only ever as good as its data. With a HubSpot project

As of writing, the highest rated HubSpot project management apps with a two-way data sync and efficiency-driving AI tools are:

• PSOhub

• Wrike

• Monday.com

Final Verdict

Who HubSpot ‘Projects’ is good for: Solopreneurs, small startups, small marketing teams

Who probably shouldn’t use Projects: Teams of 5 or more, teams with multiple contracts and projects at once, service businesses outside of marketing

Pros:

• Awesome project templates
• Stay in HubSpot
• No learning curve
• Easy collaboration & organization

Cons:

• No time tracking
• No project planning tools
• Not available in the Starter version
• Project templates specifically for marketing
• No task dependencies

Project management, as a discipline, contains many moving parts. HubSpot Projects doesn’t have the capability of managing all those parts. 

Businesses that are growing will inevitably have to switch to something with more all-in-one functionality, especially if they want to be more efficient. 

However, for a small marketing startup with just a couple of active clients at one time, HubSpot Projects can do the trick. Everything surrounding the task management is good to go. 

Where you’ll run into trouble is when you want to have planning tools, contracts, and invoices connected. 

Our take?

All-in-one project management tools that offer a two-way integration with HubSpot are better suited, and the most popular ones are pretty affordable. 

At the end of the day, it makes more sense for businesses that aren’t marketers to onboard a tried-and-true project management tool to grow with them from the jump.

Learn more about HubSpot Project Management 🤓

Want to integrate your HubSpot with your project management? Read this Complete Guide to HubSpot Project Management to find out how you can streamline your work and up your efficiency like never before. 

Frequently asked questions about using HubSpot Projects

What can HubSpot Projects do?

HubSpot Projects is a task management feature available in HubSpot Sales Hub and Service Hub. It allows teams to create projects with tasks, subtasks, due dates, and assigned owners. It is well-suited for internal workflow management, onboarding processes, and simple campaign coordination. It is not designed for professional services project delivery that requires time tracking, budget monitoring, or client invoicing.

What are the limitations of HubSpot Projects for professional services teams?

HubSpot Projects does not include: time tracking against tasks; budget or cost monitoring; resource planning and capacity management; milestone billing; invoice generation from project data; or financial reporting on project profitability. For professional services teams that bill by the hour and manage multiple concurrent client engagements, HubSpot Projects is a starting point — not a complete solution.

Can you track time in HubSpot Projects?

No — HubSpot Projects does not have native time tracking. Tasks can have due dates and owners, but there is no way to log hours against tasks or connect time to invoicing. For time tracking connected to HubSpot, you need an integration with a time tracking tool or a PSA platform like PSOhub that tracks time natively and syncs back to HubSpot.

How do professional services teams extend HubSpot for project delivery?

Professional services teams extend HubSpot for project delivery by connecting a PSA tool via native integration. PSOhub is the most widely used option for this: it picks up where HubSpot ends. When a deal is marked Closed Won, PSOhub creates a project with all client data from HubSpot. The team tracks time, manages resources, and bills clients through PSOhub — while HubSpot remains the CRM of record. 

Is HubSpot Projects free?

HubSpot Projects is included in Sales Hub Starter, Professional, and Enterprise plans. It is also available in some Service Hub plans. The free CRM tier does not include HubSpot Projects. Note that even with access, HubSpot Projects lacks the time tracking and billing features that professional services teams need.

What is the difference between HubSpot Tasks and HubSpot Projects?

HubSpot Tasks are individual action items associated with a CRM record (contact, company, deal). HubSpot Projects are a structured set of tasks with a shared objective, owner, and timeline. Tasks are used for sales follow-up and CRM activity management. Projects are used for coordinating multi-step workflows. Neither feature includes time tracking, budget monitoring, or project profitability reporting.