Workflows assign task to Task Queue

mikeabowles

Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue.

HubSpot updates
Status updated 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.

 

In a previous post, we mentioned one of the challenges of solving the problem outlined in this original post: tasks created through workflows can be assigned dynamically to the enrolled contact's owner, but each owner has different queues because task queues are user specific.

 

We built a way for workflow users to create and share task queues with other users inside of Tasks. After creating a shared task queue, you'll be able to assign tasks to this shared queue via the task action in workflows

 

This shared task queues functionality is now live, which is our broader solution to the problem of assigning tasks to queues via workflows where tasks can be assigned dynamically. 

 

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

 

Status updated to: In Beta
Mar 6, 2020

Hi HubSpot Community,

 

We built a way for you (wonderful workflow users and operators) to create and share task queues with other users inside of Tasks. After creating a shared task queue, you'll be able to assign tasks to this shared queue via the task action in workflows

 

In a previous post, we mentioned one of the challenges of solving this problem: tasks created through workflows can be assigned dynamically to the enrolled contact's owner, but each owner has different queues because task queues are user specific.

 

This shared task queues functionality is now in beta, which is our broader solution to the problem of assigning tasks to queues via workflows where tasks can be assigned dynamically. 

 

If you'd like beta access to shared queues and the assign task to queue workflows action, please request access here: https://forms.gle/bt1knmsdCLofE7ZM7

 

**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/Service Professional or Sales/Service Enterprise edition of HubSpot. 

 

Thank you,

Scott

 

Sep 11, 2018

Thank you all for your feedback. One challenge here is that tasks created through workflows can be assigned dynamically to the enrolled contact's owner, but each owner has different queues because task queues are user specific. What would you want to happen in this situation? 

77 Replies
RebeccaTroelstr
Participant

Agreed. Task Queues are kind of useless if I have to manually add them to a Queue each time. Would be great if workflow made it automatic. 

DanAt3DV
Contributor

Completely agree. This would be very advantageous for us too. 

staci1074
Participant

Yes!  This would be a huge help to organize my daily work.  The new queues are not very helpful if I have to manually add each thing to a queue.  

mphnyc
Participant

#IMPORTANT 


I want to assign tasks TO a particular user (LDR) and IN a particular queue (say, event follow-up).  This seems like an obvious requirement. Doubly important as the Call Queue functionality has left the product.

JasonMM
Participant

Any word on when we will be able to assign the task queue when adding a task within a workflow? The workflow is ideal for assigning tasks to my sales team and I want them to benefit from the automation of task queues, which helps them work through assigned tasks much more quickly and efficiently. Unfortunately, some of that efficiency is lost by having to assign tasks to queues. 

 

That being said, until this feature is added, I have found that you can filter tasks by task type and filter by date range. Then, select all by checking the box. Once you have selected all that have been filtered, you can add that selection to a task queue all at once. My sales team has only 3 different task queues and so this is relatively painless. The time saved by using the Start Queue automation is very valuable. 

tanguy
Member

 Could you please make this happen. for sales nd sequences this is very useful.
I'm currently using outreach cause of this.

Regards 

Tanguy

Kimberly
Participant

 Yes! Queues aren't as helpful if you have to manually add tasks to the queues manually. 

stinhambo
Contributor

 I came here to post the same idea. Give us the option of assigning a workflow task to a queue please!

 

If an admin chooses to delete a queue, there would need to be a warning that certain Workflows rely on that Queue (and display the Worflow names). 

Ward
Participant

+1  Introduce this option asap 

jj90
Participant

Desperate for this please!

MarcosAlves
Member

Very important to me. It works as a easy way to categorize tasks!

bigtunajake
Member

9 Months later and still no information on this extremely valuable suggestion. Hubspot, please add this feature or at least respond to this thread. Many of these companies, including my own, are built around prioritizing our tasks. We can't automate that and waste valuable time having to manually assign each task to a queue. 

SeanMcProperty
Participant

I think the message is clear, this suggestion would be very useful to a lot of people. Hubspot, please make it happen!

taylorfriss
Top Contributor

Please and thank you. 

ColdCaleb
Participant

Agreed. PLEASE add this feature ASAP. Atleast let us know you're THINKING about it.

 

I have workflows attached to campaigns, creating 300+ tasks based on contact interactions that I CAN"T effectively add to queus. ( I can bulk-add 100 of them if i "select all, add to queue") but then there is no real way of knowing if all tasks have been added to a queue, when I continue to the next page of tasks. 

 

This feature is a must for Sales Pro's.

rick_hcp
Member | Partner

HubSpot, exposing queues within workflows is so obviously needed and such an easy fix. Where are you?

JosieSA
Contributor

Please, please add this. My sales team have just discovered queues - hailing them as the saviour to their woes, and now I have to break it to them all the limitations around queues. Notably:

 

1. you cant assign tasks to queues in workflows

2. you cant specify a queue when you auto-create a follow up task when logging an activity. 

 

mphnyc
Participant

How many more upvotes do we need to get some action on this??? 

DWXFX
Participant

 Definitely agree, Task Queues are useful to work way through stuff but would be exponentially better if could be dynamically added to via workflows.

kelliott
Member

Adding my support for this feature request. I'm the HubSpot admin for my sales team and they're very accustomed to automation for the sake of time efficiency back when they were using a power dialer for outbound sales before we adopted HubSpot to grow our inbound sales. Task queues help appease them, but not being able to specify queues when creating a task in a workflow nor when creating a follow-up task in an activity log on a contact's profile are huge limitations to optimizing automation.

 

As such, my sales reps still vent to me. HubSpot, please, save me...