I created some queues for my tasks to organize the tasks. Sometimes I need to pass a task to someone else to complete. It would be great to have the ability to share queues, so shared tasks in a queue would already appear in the correct queue for the person who inherit the task.
It's been almost a year and a half on this issue and nothing? Is it in the works? The only options I have in viewing tasks are for one person at a time, or the entire firm. There's got to be a better way to oversee my team's tasks.
Yes, we also need more solutions in the task such as assigning to multiple users or teams and having Queues that can be shared with the users that the task is assigned to.
Also - sometimes I need to keep the task assigned under me as well to follow the timeline.
NExt to sharing, which is a very easy feature to add it would be great to add more info in the subject of tasks automatically when filling the log from a call:
Eg: - Follow up on Dennis from Hubspot {{Properties}}
I agree this is a useful feature. Our use case would be that a request for more information/request for a demo form is filled out on our website, then a task is created for someone in our sales team to folllow up with that lead. The whole sales team sees the list of tasks and one of them can take the task and mark complete.
I think I created a workaround that may help others.
I created an active list type with the filter "Recently Opened Sales Email" and set the range for "Less than 1 day ago". Then I also set an "or" filter for Recently Replied Sales Email" with the same time range.
Now this active list will show my VP of sales a daily digest of recently opened and replied to emails and then update itself once that 24h time range is over. Some contacts will disappear, some will remain, some will be new.
If he misses an email with 10 opens, our protocol has all contacts in a sequence anyway so missed opens will get another email sooner or later (and perhaps opened again and once again added to this dynamic list) and then eventually be given a task to follow up with. This task can then just simply be assigned to whoever is available to complete it. Am I missing something or is this a decent workaround?
This is definitely something we are struggling with - in fact the functionality of tasks in general, we need more fields like create date / title along side queue sharing - just to make it easier to filter and traffic light them.
This is something we need also. We would like to be able to assign tasks from mulitple users to one queue - so we can monitor the queue and move tasks between users if needed or work is overloaded for one user. PLEASE PLEASE allow queue sharing and visibility for all users.
