topic Question: Is there a way to assign a task to a team of employees? in Sales Integrations

Question: Is there a way to assign a task to a team of employees?

kstu — Mon, 21 Aug 2023 14:29:08 GMT

We work with hubspot and we work with 2 different sales teams.

Is there a possibility to assign a task to a team and not only one employee?

Do you have any reccommendations or the same problem? 🙂

Thanks for your help

Re: Question: Is there a way to assign a task to a team of employees?

jolle — Mon, 21 Aug 2023 15:29:41 GMT

Hey @kstu, thanks for reaching out! This is a great question.

At this time, a HubSpot task can be assigned only to a single user, not a team. Honestly, that's probably for the best since it can be easy to overlook a task that's assigned to a group vs an individual.

I recommend either:

Assigning the task at random based on lead rotation/the contact owner
Assigning the task to someone who will reassign the task to the appropriate user

You'll likely see higher task completion and accountability by being specific. Your goal here should be to make the next steps as clear and easy as possible for your reps to complete. If it's unclear who specifically is supposed to take action, or if some reps take initiative and others don't, you're going to have inconsisent results.

Hope this helps!!

Re: Question: Is there a way to assign a task to a team of employees?

kstu — Wed, 23 Aug 2023 12:33:14 GMT

Hy Jacob, thank you for your answer :)!

Re: Question: Is there a way to assign a task to a team of employees?

GGonzal23 — Wed, 23 Aug 2023 13:21:47 GMT

Hi @kstu,

Have you tried leveraging the task queues feature to divide the work? I included links to a couple of knowledge-base articles that may help understand how the tasks get filtered with task queues.

Create tasks

Use task queues

Hope this helps!

- Grace

Re: Question: Is there a way to assign a task to a team of employees?

DAA — Wed, 23 Aug 2023 16:21:29 GMT

There are some pre-made ones you can access with workflows under Automation. You would need to set up for your exact use but the frame is there.

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Re: Question: Is there a way to assign a task to a team of employees?

kstu — Thu, 24 Aug 2023 06:46:52 GMT

Hey, unfortunately I do not see the photo :(!

Re: Question: Is there a way to assign a task to a team of employees?

kmejia42 — Tue, 12 Sep 2023 15:51:32 GMT

Hey K!

Since you can only assaign the task to 1 person, a suggestion that my help would be to create a subtask that makes the current employee reassaign the task to the next employee until it reaches all the needed personal that need to provide input. Maybe even dividing the task into smaller tasks and assaign each employee a different tasks while ensuring they communicate with the rest of the team. This would allow for a continuous workflow while making sure everyone is one the same page.

Hope this helps!

Re: Question: Is there a way to assign a task to a team of employees?

RevAnalytics — Mon, 27 May 2024 22:08:12 GMT

This is actually not "for the better". This limit's the flexibility of Hubspot, which isn't fair to the users who would greatly benefit from group assigned tasks because of how their team is structured.

Re: Question: Is there a way to assign a task to a team of employees?

RRindik — Thu, 20 Mar 2025 18:19:33 GMT

Agreed! Sometimes we have two deal owners on one order, and we need whoever is available first to complete the task.
Another part to this would be maybe having different type of task where a manager can assign a task to their entire team and each individual on the team getting a task that is only assigned to them. Especially if it's a to-do task asking each person to complete something or do something by a certain date/time. Currently, they would have to recreate the task over and over until each user on their team is assigned the task which also leaves a lot of room for error.