Reassigning tasks when ownership changes

Agreed. Tasks should be able to be reassigned in bulk to the new contact owner.

Isso seria muito útil!

I would like to request this as well. When I reassign a deal, the remaining open tasks should be reassigned to the new deal owner. Without that, the tasks most likely stay open for the rest of time.

any news on this feature? I do think it’s a basic requirement and it should have been solved now.

Is there really still no way to do this?! Hubspot can we please get an update on when this will be possible? Thanks!

We often reassign or modify territories, and the worst part is having to reassign the tasks one by one. Please give us the controls where it will move with reassignment of contact or company records.

This is really important as salespeople rely on being notified of these tasks, and if the task isn’t in their name, they won’t be.

Any update on this? It’s so important, it should be one of the priorities.

+1

When someone gets fired there is currently no way to assign tasks to the new owner, unless a single owner takes all contacts from the one that was fired.

When I assign a contact to Person A, I should not expect that Person B should be the one doing task work for a contact that Person A owns.

I would love for this to be implemented sooner than later.

Either an auto reassign or the ability to filter by associated record owner in the task queue would help solve for these use cases

Yes, I am also looking for this feature for the last 1 and half years.

Sería muy útil si existiera la opción de que al cambiar el propietario de un negocio se cambiaran automáticamente todas las tareas asociadas a ese negocio. de manera que si un negocio cambia de gestor, las tareas relacionadas también se cambien. Gracias

+1

+1

Agreed

we just reorganized responsibilities of account managers from regional to sectors. its hugely unproductive to bulk reassign 1000s of contacts in minutes and then having to manually re-assign the open tasks of those contacts. Or to leave those with the old contact owner to create lots of confusing phantom tasks.

yes, we need this!!!

Personally, I set up an automation thru Airtable and Zapier to do this. It’s a pretty major workaround, but it essentially recreates the task and assigns it to the new owner, then deletes the original task. Airtable holds a backup so nothing is lost. If this gets reply gets 50 upvotes, I will write out a tutorial with screenshots and publish it on Medium or something.

Unfortunately my workaround will become much more complicated for most users once Hubspot forces us to use private apps instead of account API keys :disappointed_face: