Create and share task queues with other users

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.

HubSpot updates
changed to: Delivered
Apr 27, 2020

Hi HubSpot Community,

 

I am please to announce that Shared Task Queues are now live to all Sales and Service Professional & Enterprise users.

 

With Sales or Service Professional or higher, you can now create and share task queues right from the tasks app in your HubSpot account. You can then use workflows or sequences to create tasks automatically and assign those tasks to shared queues. Learn more about how shared queues work.

 

Thank you,

Scott

 

changed to: In Beta
Mar 6, 2020

Hi HubSpot Community,

 

Shared task queues are now in beta!

 

If you already filled out this form, I'll be in touch shortly with access for your HubSpot account. If you haven't yet filled it out, please do so and that will notify me that you want access to the beta. 

 

Please note that in order to create shared queues or to add users to a shared queue, users will need to have paid access to the Sales Professional or Sales Enterprise edition of HubSpot. 

 

Thanks for your patience and please let me know if you have any questions. 

 

Scott

changed to: In Planning
Feb 14, 2020

Hi HubSpot Community,

 

I appreciate your patience here. This feature is now in the alpha phase of testing. We're granting access to a first group of customers next week (beginning Tuesday 2/18).

 

If you haven't already signed up to be notified when the feature is available (or to get beta access) please do so here: https://forms.gle/LPUbTTsawgkU4d9e7

 

Please keep in mind that we typically roll our alphas and betas slowly, so even though we are beginning to grant access to some customers, it may still be a few weeks before this is in a volume beta and before we can get everyone on this thread access. This is to ensure we're building the best product possible before rolling out to a wider audience. 

 

Thanks again for your patience and I look forward to getting shared queues to everyone here very soon. 

 

Scott

Oct 28, 2019

@timwright @TommyG - this feature is currently under development. I will update the issue status to "In Beta" once the feature is available. Stay tuned. 

changed to: In Planning
Aug 1, 2019

Hi HubSpot Community,

 

Scott from the product team here.  We are priotizing this work in the coming weeks have a prototype ready for feedback. If anyone would like to participate in our usability testing next week, please submit your name on the following form and we'll reach out to schedule a time with you: https://forms.gle/LPUbTTsawgkU4d9e7

 

Here's a sneak peak of the feature:

 

Tasks_Main_W_Shared_Queue.png

 

We'll use this time as an opportunity to chat through your use case and to walk you through our proposed solution. 

 

Thank you!

Scott

changed to: In Planning
Feb 12, 2019

Feb 12, 2019

Thanks for the feedback. This is something we do plan on working on in the near future. The development team needs to do some final planning but expect this functionally at some point in Q2 this year. 

109 Replies
Regular Contributor

Yes!!! Our team pretty much can't use task queues because they are being assigned tasks from other users, and the other users can't put those tasks in queues. We want the flexibility to do this for other users, and from workflows. 

Occasional Contributor | Diamond Partner
Occasional Contributor | Diamond Partner

+1

New Contributor

Yes please!

New Contributor

Much-needed feature!!

Top Contributor

It'd be really nice if we could have custom task queues that exit on every one at our companies Task dashboard (even better if it could be differentiated based on team)

 

This way, we could create one sequence that includes tasks, and make sure those tasks get placed in the right queue for each person. If we wanted to do that now we'd have to build seperate sequences for everyone. 

New Contributor

Hubspot, please make this addition to the Task feature - it is very important for managers to follow up on the tasks they assign. Currently there is no way to see tasks I've assigned. 

 

I tried a workaround: If you could add all of the tasks you've assigned to a Task Queue called "Tasks Assigned by ME", you would be able to see these tasks quickly. However, Hubspot does not allow you to add tasks to a Task Queue AND assign them to someone else. As soon as you assign the task to someone else the Task Queue disappears. 

 

Hubspot, please fix this problem.  

Occasional Contributor

totally agree!

Occasional Contributor

Really need to see easily in the tasks feature who assigned the task(s): Just receiving a task and only knowing via email who assigned it seems really out of step with the rest of Hubspot. 

New Contributor

Checking in the status of this feature after posting two weeks ago. Hubspot, this detracts from the user experience on your CRM. My current workarounds are as follows:

 

- After assigning a task to another user, create a new task (assign to yourself) to check on the original task (cumbersome because of extra work)

 

- Use a different task management system (cumbersome because additional activities have to be recorded in Hubspot - also because switching between programs and training users on another program are time-consuming)

Regular Contributor

In addition to views, it would be beneficial to us if we could assign tasks to a team, instead of an individual.  These tasks would be viewed by the entire team and completed by whomever.

Regular Visitor

 This is maddening. I don't understand why this can't be enabled quickly. The task queue is such a nice feature, but they have it so extremely limited right now. they also need to add the ability to add to tasks queues through automation/workflows

Regular Contributor

We need this too - urgently. 

New Contributor

BUMP!

 

Totally agree with this suggestion. Was about to post a suggestion relating to this exactly. Hubspot admin, hope you can add this functionality - it will be very useful 🙂 Thank you.

New Member

It would be really useful for Sales manager 

New Contributor

Yes, please! I would actually like to see custom filtering, custom column views and customized Dashboard reporting for tasks. We are a national company, but we work in regional teams. The ability to filter Deals, Contacts and Companies and customize reports in Dashboards is very useful for us, especially since our each of our regions has very different needs.

 

But as it is now, HubSpot is not a one-stop solution to meet all of our marketing and sales needs because its task management, overview, filtering and reporting on Dashboards are just not as user-friendly, intuitive or informative as many of the other features available in HubSpot. In fact, in comparison, it's extremely limited. Our regional directors need to be able to capture a glimpse of everything on their team's plates without having to drill down into each individual on their team.  

 

I really hope this is a feature you guys will add soon.

New Contributor

Hello community, 

 

I need to share my tasks queues with my mates to work on it, do you know if there is a possibility to do it, or is it still not possible ? Maybe after all of your messages they've changed it (hope is beautifull). 

 

Thanks !

New Member

 Can not beleive we can't do this - as a team we all need access to same queue

Regular Contributor

 100% in favor of this. It would be a big help for us.

 

Being able to see your teams workload at a glance is a vital tool for a manager as well as a supportive coworker.

 

 

New Contributor

We would love to have the shared queue as well, it would help significantly with team task management

Thanks, T.

Regular Contributor

How many more people have to ask for this before we get SOME status from HS Dev?? 

 

Perhaps if one of you have a renewal coming up - you can hold your salesperson over this and get some action??