We are finding that team members are being included in the body text of the task so are receiving an email notification for it, but when they click the link the task doesn't appear on their dashboard because they aren't the owner of it. They then have to search around on other user's tasks lists to find what they need.
In our business, and I think this will be the same for many, tasks are rarely the responsibility of just one person. I believe this feature is crucial.
For our firm it will make sense to have this option as we need the entire admin group to get notifications when a task is created. This helps keep an eye on client's requests .
We used to have this in CRM Dynamics and it was very useful.
I have a couple of examples of use cases for assigning a task to multiple people:
- We just started using HubSpot's CRM and I want to create a task for each person on our sales team to watch one of your getting started tutorial videos. Right now the only way to to do this is create the task and assign to one person, then repeat those steps for everyone else on the sales team.
- Marketing creates a list based on specific contact criteria to send an event invitation email. We want to assign a task to each sales person to review the contacts on that list which they are the owwner of.
I agree! We have a team of BDR's that handle our outbound calling. It would be great if there was a "bucket" tasks dumped into that we could then create a workflow to assign to reps as needed.
