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
Create and share task queues with other usersHubSpot Product Team
changed to: In Planning
2 weeks ago

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

Create and share task queues with other usersHubSpot Product Team
changed to: In Planning
2 weeks ago

Create and share task queues with other usersHubSpot Product Team
2 weeks ago

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. 

88 Replies
Kimberly
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. 

Ismail New Contributor | Platinum Partner | Certified Trainer
New Contributor | Platinum Partner | Certified Trainer

+1

Bo
New Contributor

Yes please!

MarkJoakim
New Contributor

Much-needed feature!!

taylorfriss
Advisor

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. 

EasyUser
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.  

freitalm
Occasional Contributor

totally agree!

AlexandraR
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. 

EasyUser
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)

austinpostler
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.