Jun 21, 20215:53 AM - edited Jun 21, 20217:01 AM
Contributor
Shared task queue - not showing all tasks of the team at once
SOLVE
Hi all,
I am administrator of our HubSpot CRM and I just set up a shared task queue for one of our teams. I granted both users the same rights to watch and edit the tasks of their team.
As an administrator, I can select "All assignees", showing all tasks of both team members at once. But the team members themself can not do this, because this option is shown, but unavailable for them. So every time they would like to know what the other one is up to, he has to pick the other member and then switch back to himself again.
This becomes kinda annoying over the time, because in daily business you want to have the complete picture.
The notice in the screenshot is definitely misleading. With user permissions set to task view "Everything", you'd expect that this also works in the queue.
Thanks for posting the idea.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This seems to be expected behavior and as far as I know, there aren't any ways to configure tasks queues to accomplish what you're asking for.
You can submit this as a feature request in the HubSpot Ideas section of the community. The product team reviews these suggestions based on popularity. (Feel free to share the link to your idea in this thread later, I'll happily upvote it, I agree that this would be useful.) In your request, I'd recommend including a screenshot for easy reference.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
The notice in the screenshot is definitely misleading. With user permissions set to task view "Everything", you'd expect that this also works in the queue.
Thanks for posting the idea.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer