HubSpot Ideas

Arne

HubSpot User is Out of Office

We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners.

If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation.

We are using rotation in some cases to make sure that eg an initial follow up still takes place by a team member even if the initial user didn’t react in time.

We also added delays of 1 day to make sure the initially selected users had the opportunity to work on a task.

After that delay a rotation takes place.

Bad enough that the first user was out of office, the next that received the task via rotation was OoO as well.

We cannot delay and rotate again and again until we finally find one that actually works on the follow up action.

Please add an option where users (and as a fallback the team lead/delegate) can set themselves Out of Office and define their delegate to make sure that important workflows don‘t get stuck due to absence or at least get delayed by several days until rotation finally found a user.

It’s needed fast, ie before summer vacations start everywhere.
66 Replies
Hawk-Steve
Top Contributor

Hi Arne

 

Great idea, just came to this conclusion too that this is what we need. Similar use case as you posted already.

 

+1 vote

 

Steve

DaveMBL
Participant

This is 100% needed and I amazed more teams haven't faced problems with this!

 

Hubspot should just have an 'out of office' setting which either opts them out of workflows or passes over them in the rotation list.

ksalazar
Member

Submitting an idea to set a user within HubSpot as out of office. This would be beneficial to help automation and workflows know when not to send a task, contact, etc to someone out of the office. The meetings tool does this for the meetings links, but anywhere else that might be automated does not have a feature to set availability. 

 

Under users&teams it would be nice to access availability or out of office features. 

MonikaS
Contributor

Having the OOF option is a must, I have 20 workflows I need to adjust each time...

JFountain
Member

We absolutely need this functionality for controling workflows and round robin assignments of tickets. Currently the process is 100% manual and we may forget to put the rep back into the workflow when they are back into the office. We need a way to easily schedule a user's time off so that we know all the assignments, workflows and tasks will go back to business as usual when they are back in the office. 

TSon
Member

Would really appreciate this feature!

SFyrand
Participant

Having the same problem. Truly need an easy functionality that can set a user to "out of office"!

SFyrand
Participant

This is much needed! Having the same problems.

OllieParsons
Member

Absolutely, v difficult to manage workflows across a large sales team with no out of office functionality.

LReece
Participant

Facing the same issue, this feature should 100% be added.

MMelton
Participant

Agree!! Would reduce the time wasted changing workflows. This is necessary. 

MOliver
Participant

Ugh! Finally, someone else shares my struggles. Please, please, please create this!

PeterW121
Member

100% necessary feature. 

We have the automation where the lead is rotated between the owner (team) depending on the stage in the pipeline.

If a member of the team goes for a two week holiday the tasks and follow-up would be missed. 

Each user should be able to set his status as "out of office" or "on holiday" and be excluded for the holiday period from workflows.

PeterW121
Member

100% necessary feature. 

We have the automation where the lead is rotated between the owner (team) depending on the stage in the pipeline.

If a member of the team goes for a two week holiday the tasks and follow-up would be missed. 

Each user should be able to set his status as "out of office" or "on holiday" and be excluded for the holiday period from workflows.

rodcunha
Participant

We definitely need this. Please fast track if possible as it is cumbersome to manage large teams without this feature.

 

Thanks.

EKurteshi
Member

I really belive that it would be a huge improvement for us to have the out of office option as all the tasks are accumulated and it makes coming back to work quite overwhelming. 

Kimberley
Member

I agree. We want to make sure that tasks are taken over in case of an out of office colleague. Been searching for a solution for hours, but no luck so far.

ahenryezclaim
Member

Agreed!  This is a feature that would really tie many things together.

FHugi
Participant

Same here, we have 28 users going OOTO on variable basis and it always takes a few hours to remove them from teams, workflows, contact ownerships, notifications etc.

 

Would be good to allow each user to set themselves as OOTO and place a backup user who takes over any associations for the time being.

SFyrand
Participant

Yes, as we are all going on holiday again this function would be valuable again! Please consider having this done, there are already 55 upvotes and counting. 

Here is a similar comment, please have a look at this one as well. (And for the other people in the community, make sure to upvote that as well 🙂https://community.hubspot.com/t5/HubSpot-Ideas/Set-a-User-as-Out-of-Office/idc-p/450782#M86059