topic Re: Out of office / leave in Tips, Tricks & Best Practices

Out of office / leave

JGrek — Sun, 21 Aug 2022 23:38:12 GMT

Hi there, is there a way to mark in Hubspot that you're on leave/out office and it will pause all your tasks and resume on the return date?

All I could see if out of office suggestions when a prospect is out of the office but what is the best way to manage your tasks when a user is out of office for an extended period of time?

Re: Out of office / leave

Jnix284 — Sun, 21 Aug 2022 23:59:59 GMT

@JGrek There is not a way to automate this that I know of, but if the tasks don't need to be reassigned and can just be completed when they return, you can use the filters to create a list of their tasks, select them all, and then bulk edit the due date for when they return.

Re: Out of office / leave

JGrek — Mon, 22 Aug 2022 00:02:09 GMT

Thanks for the response. I'll just bulk reassign a due date if it's not possible.

Re: Out of office / leave

danmoyle — Mon, 22 Aug 2022 13:16:13 GMT

Thart's your best bet for sure, @JGrek. I don't know if you're already planning this, but I also just mark off time on my calendar before and after my time off to run through tasks ahead of time as much as I can, and catch up & clear those overdue tasks. Good luck!

Re: Out of office / leave

Jnix284 — Mon, 22 Aug 2022 13:49:03 GMT

@danmoyle that's genuis! I always mark off a day after but hadn't thought about marking a time off before 🙂

Re: Out of office / leave

SRandoll — Wed, 24 Aug 2022 15:25:57 GMT

An OutofOffice-Function from HubSpot would be really great, so that all automated things are reassigned - we have not only automated tasks, but also new contacts and deals that are distributed in round-robin ways, meeting links etc etc.

It's quite a hassle if someone goes on holiday or is sick to overtake those tasks, deals etc manually.

Would be great if there was a function that if someone is on holiday, all automatisms can be redirected to another person.

Re: Out of office / leave

Jnix284 — Wed, 24 Aug 2022 15:32:16 GMT

Hi @SRandoll there is an idea for this that you can upvote and share your use case/input, here's the link.

Re: Out of office / leave

Routera-LT — Fri, 18 Nov 2022 16:59:34 GMT

@JGrek Our team has been working on a new platform that gives HubSpot users/managers better ability to control contact/company/deal/ticket assignment. Easily pause incoming assignments, and tasks.

Update 11/18/22: We are now proud to announce we are listed on the HubSpot app marketplace where you can find more information about our solution!

Re: Out of office / leave

kvlschaefer — Wed, 14 Sep 2022 19:50:47 GMT

Thanks for sharing, @Routera-LT!

Re: Out of office / leave

MrBean — Fri, 05 May 2023 18:02:35 GMT

This would be a great feature! similar to how we can "pause all sequences"!