Create and share task queues with other users

[fxholl]

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.

[fxholl]

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

[fxholl]

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

[fxholl]

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

[fxholl]

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

[fxholl]

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:

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

[fxholl]

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. 

[JKrug]

Great idea.  I would add that it would also be helpful to have shared access to a Queue.  As a manager, I could assign tasks to the team and then we could review the team Queue to review all tasks and the status of each.  

[HubSpottin]

Yep, let's make this happen! 

[lkenny]

Would love to assist with this testing! 

[Asterix]

Would defintely apprecaute this functionality.  We add a team as part of our workflow and would like to see this feature!

[toricook]

Yes, THIS. ^^^^

I agree that, as a Sales Manager, I would like the ability to created Task Queues for the entire sales team (for things like weekly sales calling hours). Task Queues would need to show the owner in one of the columns. This would help sales managers make target lists for the sales team to reach out.

[Mart]

it would be great if we were able to assign the task to a team, rather than an individual, and then members of that team either assign the task to themselves, or the task is assigned to each of them until one of them works on it.

I.e. ideally it be great to be of to manage the tasks between teams, and those teams have their own individual queues

you would then have tasks, assigned to a team, and to individuals / or tasks to be assigned

as above having visibility on whether the task been completed or would be great.

[bschleicher]

Fully aggree - would be very useful

[Brucey]

Agree with @Mart that the ability to assign a task to a team would be great. To be able to view those tasks in a shared queue by all of the team members. Where tasks can then be allocated to individuals. Yet remain linked to the shared queue, for tracking of task status to completion.

[TommyG]

Can hubspot update where they are with building this feature? Really would add a lot of value for our team if we can get an overview of tasks per person

[timwright]

@sjudson Any updates on this thread? Can I have access to the beta?

[ddekoning]

Wow, 2 years later and no fix? Would be interested to see this happen..

[lottie14]

Hi I have seen a moc kup of this shared by the development team.  It looked great anbd worked well.  I haven't heard anything since so hoping it will be in a forthcoming release. 

[sjudson]

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

[quintonp]

Need this ASAP - any update on when it will be in beta?

[DebSolan]

This is a great idea. I'd be keen to know when this functionality is available. 

[LenForsyth]

Hubspot Team - Has there been any update here.  This is a huge priority for our team.

[Zambeezi]

We, also, would love to know when this will be available in Beta. Any updates?

[Brycelbrewer]

I'm very interested in this as well!  I'm suprised this doesn't exist yet honestly.  Expected release date was Q2 of 2019 when it first went into planning...

[batkins]

We need this as well. @sjudson can you please provide an update on an anticipated release date?

[SanderBynco1]

@sjudson Hi Scott, any updates on sharing task queues to everybody in the company 🙂

Kind regards,

Sander