How to assign one task to multiple users

Smart CRM & Sales Hub CRM
1

Hi, I am using Hubspot Starter. Now i created a task and want to assign that to many users.

Is there any way to add more users

Regards

2

Hi @Surej

A CRM task can only be assigned to one user - with good reason I think - but you @ mention other people on the task to draw their attention to it.

Hope this helps.

3

I am sorry, I couldnt clearly understand how to draw attention to other users. Kindly describe.

4

Hi @Surej

Here’s a more detailed guide: Mention a user in HubSpot

Hope this helps.

5

What is the good reason behind this? We have tasks for are deals that are worked on by two people, so assigning a task to the both of them makes sense for us.

6

We are in need of the same feature to be added.

We have a few ppl in the same department and need to be able to assign multiple users to the same sales task and in service tickets.

The @mention is a work around, since we dont have another option, but if the devs could add it that would be great.

Thanks for your time,

Jeff

7

Hi @JeffD13,

Thank you for your feedback and for explaining how this feature would be useful for you and your team. Currently, our product team reviews all feature requests submitted via the ideas forum.

I would encourage you to upvote this related idea and add your feedback in the thread so our product team can read it and other users can advocate for you :slightly_smiling_face: Thanks!

Best,

Kristen