CRM

Surej
Participant

How to assign one task to multiple users

SOLVE

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

 

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How to assign one task to multiple users

SOLVE

Hi @Surej 

 

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

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

6 Replies 6
JeffD13
Participant

How to assign one task to multiple users

SOLVE

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

kvlschaefer
Community Manager
Community Manager

How to assign one task to multiple users

SOLVE

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 🙂 Thanks! 

 

Best,

Kristen


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0 Upvotes
Phil_Vallender
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How to assign one task to multiple users

SOLVE

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.

Phil Vallender | HubSpot Website Agency
0 Upvotes
Surej
Participant

How to assign one task to multiple users

SOLVE

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

0 Upvotes
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How to assign one task to multiple users

SOLVE

Hi @Surej 

 

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

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
KFoston
Participant

How to assign one task to multiple users

SOLVE

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.