I created some queues for my tasks to organize the tasks. Sometimes I need to pass a task to someone else to complete. It would be great to have the ability to share queues, so shared tasks in a queue would already appear in the correct queue for the person who inherit the task.
It would be really helpful as an administrator of the CRM, to setup a call queue for my sales agents. Perhaps from a list or a set of criteria. Or from the contacts screen but assign them to a different agent than myself. It would be a huge help to have this feature added.
i agree this is an important feature!
When I create and assign tasks to any of my collegues, I never know if they completed my task or not - by just looking into the CRM. It would be great if I could view tasks that I assigned to my collegues. Also, It would be awesome if I could be notified when someone updates tasks assigned by me.
Please add a view to tasks that shows who created the task.
For example I want to view all tasks assigned to me by one individual user or team member.
Thanks
I would like a way to view all of the tasks assigned to my team. We can create custom views in the other modules but not in tasks. Currently, I have to filter per individual team member only. Having a way to filter tasks by team would simplify managing my team’s workload and also allow members of other teams visibility into each each other’s activities.
Agreed - not knowing who created the task and when it was created loses accountability with our team
Hubspot, please make this addition to the Task feature - it is very important for managers to follow up on the tasks they assign. Currently there is no way to see tasks I’ve assigned.
I tried a workaround: If you could add all of the tasks you’ve assigned to a Task Queue called “Tasks Assigned by ME”, you would be able to see these tasks quickly. However, Hubspot does not allow you to add tasks to a Task Queue AND assign them to someone else. As soon as you assign the task to someone else the Task Queue disappears.
Hubspot, please fix this problem.
Really need to see easily in the tasks feature who assigned the task(s): Just receiving a task and only knowing via email who assigned it seems really out of step with the rest of Hubspot.
Checking in the status of this feature after posting two weeks ago. Hubspot, this detracts from the user experience on your CRM. My current workarounds are as follows:
- After assigning a task to another user, create a new task (assign to yourself) to check on the original task (cumbersome because of extra work)
- Use a different task management system (cumbersome because additional activities have to be recorded in Hubspot - also because switching between programs and training users on another program are time-consuming)
I would like a way to view all of the tasks assigned to my team. We can create custom views in the other modules but not in tasks. Currently, I have to filter per individual team member only. Having a way to filter tasks by team would simplify managing my team’s workload and also allow members of other teams visibility into each each other’s activities.
Support this idea, with the addition of the “HubSpot Teams” feature that was released a few months ago, it would be great to be able view tasks esp. overdue tasks per team.
The custom reporting add-on also has very limited functionality around engagement reporting. The one “incomplete tasks” is not that informative (although you can filter by team). Ideally we should have a Kanban board for “Teams”:
totally agree!
In addition to views, it would be beneficial to us if we could assign tasks to a team, instead of an individual. These tasks would be viewed by the entire team and completed by whomever.
BUMP!
Totally agree with this suggestion. Was about to post a suggestion relating to this exactly. Hubspot admin, hope you can add this functionality - it will be very useful
Thank you.
Yes, please! I would actually like to see custom filtering, custom column views and customized Dashboard reporting for tasks. We are a national company, but we work in regional teams. The ability to filter Deals, Contacts and Companies and customize reports in Dashboards is very useful for us, especially since our each of our regions has very different needs.
But as it is now, HubSpot is not a one-stop solution to meet all of our marketing and sales needs because its task management, overview, filtering and reporting on Dashboards are just not as user-friendly, intuitive or informative as many of the other features available in HubSpot. In fact, in comparison, it’s extremely limited. Our regional directors need to be able to capture a glimpse of everything on their team’s plates without having to drill down into each individual on their team.
I really hope this is a feature you guys will add soon.
100% in favor of this. It would be a big help for us.
Being able to see your teams workload at a glance is a vital tool for a manager as well as a supportive coworker.
It’s been almost a year and a half on this issue and nothing? Is it in the works? The only options I have in viewing tasks are for one person at a time, or the entire firm. There’s got to be a better way to oversee my team’s tasks.
This fetcher can save time and be very useful to teams leader.
It can help them to be in charge and help manage the team’s tasks in visually way.
bump on the ability to assign task to a team…
