Reassigning tasks when ownership changes

Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.

11 Replies
New Contributor

I agree and would find something like this useful. We are able to do it in Salesforce so we thought it would be easy enough in Hubspot, but that is not the case. 

Occasional Contributor

Yes, it would be really helpful, right now we need to reassign tasks manually

Occasional Contributor

This is definitely one of the little things that you take for granted when using a tool like Salesforce. This would be a huge help!

 

This isn't only useful for tasks assigned to inactive users, but also when territories change or the team grows. I need to be able to assign the new owner the existing tasks from the old owner so that they are fully aware of what followup needs to take place.

 

Currently, I have hundreds of isolated tasks and moving them to the correct owner is made even more difficult due to the reporting in Hubspot. I don't have any way to indicate when a task is assigned to someone other than the account owner, and so have to resort to exporting all tasks and contacts to Excel and making the manual change there.

New Contributor

Is this on the roadmap already? It is very unhandy for us to not being able to change the assigned person of a task. For different purposes this is very undesirable like with people leaving the company and with the workflow error that we now encounter that if a contact doesn't have an owner but needs follow-up a sales rep gets assigned. But if a task was already created prior to that you cannot also set the right owner of that task automatically.

Regular Contributor

This would be extremely helpful. Any idea on if/when this will be available?

New Contributor

That would be really helpful! 

Regular Contributor | Platinum Partner

Just had a client today who had a Sales rep quit. We use workflows to assign Call tasks into a Task queue when a Deal is created. The reps work exclusively out of their queues to stay focused on their priorities. We need a way to re-assign assigned tasks based on a workflow to change Contact ownership/

Regular Contributor

Has there been no feedback from HubSpot on this topic?  It seems extremely relevent and likely that bulk reassignments are needed and often used.  For us, when we lose a rep (termination or resignation) we have a large amount of taks/deals/contacts and companies that need to reassigned.  The quicker and smoother it can done helps us keep our CRM in good order.  Housekeeping is a major challenge and a "one click" solution woudl take HS to the next level.

HubSpot Employee

Hi @Kara ,

 

It looks like there is finally a solution to your request. Check out the answer provided by @Mike_Eastwood  in this other thread: 

https://community.hubspot.com/t5/CRM/How-to-assign-tasks-from-inactive-owners/td-p/256164#:~:text=Yo...

Occasional Contributor

That wasn't the exact issue. I would like the tasks to have an option to reassign to their new owner because most of the time, leads aren't being redistributed to just one person so picking an owner doesn't solve it.


Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.




Regular Contributor

When reassigning Accounts/Contacts, there needs to be an option to reassign the associated Tasks to the new owner. While I understand there is an option to mass reassign tasks, this doesn't help because we still have to go one by one on the tasks to see who it was reassigned to.

 

I.E. We reassign Companies from Bob based on Industry, the Industry isn't available on the task thus having to open each task to look at current record owner.