HubSpot Ideas

SarahX

Add ability to assign tasks to team members by rotation in workflows

It would be super useful to be able to assign tasks to members of a team on a rotated basis just like the "Rotate Record Owner" function in workflows.

 

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Not only would this mean that tasks could be distributed evenly, it would also mean that when a team member leaves a team or a new one joins you only need to change their team status and not every single workflow that they were tasked in.

 

Currently task assignment options are only a specific (named) user or a contact owner. As people inevitably change roles or leave the organisation this becomes a problem when you have lots of automated tasks in different workflows. Since the "teams" function already exists perhaps this could be an easy solution to this issue.