HubSpot Ideas

mikeabowles

Workflows assign task to Task Queue

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
Delivered
April 27, 2020 07:29 AM

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

 

In Beta
March 06, 2020 12:31 PM

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

 

September 11, 2018 07:57 AM

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? 

80 Replies
agambina
Contributor

Adding us to the list; seems like this functionality is inherent and could be added. Maybe we need more HubSpot developers.

Job1234
Member

yes we want this, thanks

jakobskytte
Member

 Yes. There should be the ability to add a task to a queue, all the places where you can create a task (either through workflows or activity).

 

The queues are not very useful if you can't use them with automation.

 

bellawu
HubSpot Product Team

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? 

DWXFX
Participant

Once the owner is selected, I'd expect to be able to specify from a list of task queues belonging to that owner.

ColdCaleb
Participant

@bellawu thanks for asking. Here is what I would like to see: (Two options)

 

  1. Workflow trigger allowing me to assign to queues based on specified criteria. For instance:
  • If contact owner is = Hubspot user = "Sales Jimmy"
  • and contact is a member of list = "Executive Leadership- Hospitality"
  • and contact has clicked on 2 or more emails,
  • then assign task to Sales Jimmy's task queue: "executive clicks".

 

I realize this might be complicated, so I want to suggest a more simple and quick alternative solution:

 

     2. Custom Filters for Tasks

  • Allow users with Administrator role to have permission to add to queue's of Sales team.
  • Allow me to view tasks (by adding filters) that are not associated with any queues.
  • This way I can make sure that all tasks are assigned and in the right place.
  • I don't mind manually assigning tasks to queues but with the current functionality, I have no way of sorting tasks to see all tasks NOT in queues.

Would ether of these options be feasible? Thanks in advance.

ColdCaleb
Participant

One more thought... Couldn't we just have a few "Common queues" for Hubspot users? 

  • where each user still has individual queues, but they also have 3-4 in common?
  • example, "If this ... then add task to Contact owner's Demo Request Queue"

Thanks again. I can't wait to see what ideas come out of this community! Robot Happy

 

SeanMcProperty
Participant

@bellawu I think the suggestions here are good. It would be great if we could have all these options and I have one more to add.

 

We should be able to assign a task queue to a specific person. Then if a task is assigned to that queue, that person gets automatically assigned to the task (this might be similar to what ColdCaleb's 1st suggestion is).

 

So to summarise, there should be 3 options when setting up the workflow/tasks into queues:

 

1. A common task queue so that the task stays with the owner, just in the new queue. 1 task queue, many owners.

2. An owned task queue which will assign the task owner or contact owner to the owner of that queue. 1 task queue, 1 owner. If the task then needs to go back to the previous owner, it is the responsibility of the person who completes this task to re-assign. Unless it then moves through the process into another owner specific task queue, then it will be auto-assigned again.

3. A task is assigned to an owner and then a queue based on that owner's available task queues.

 

As a management function, it would also be great to have the custom filters for tasks as suggested by ColdCaleb.

 

NickS
Participant

+1 for this

 

seems to be so many requested features like this, that shouldn't need so many requests to get added

MartinSherv
Member

I'm just building out sales processes for the team and this would really help. Thanks

neil-iomart
Member

As above, seems like a basic request to be able to put tasks into queues as part of an automated sequence so would like to see this added

plyco
Participant

+1

darmlinatchaos
Participant

+1

jared86
Member

+1

joparisot
Participant

Any word on whether this will be implemented? This is a must have

EAKDTW
Member

We need this as well!

Dogtag89
Contributor

would be super useful to have 

rn
Member

Why is this not here?  how are queues even being used w/o this?  

CorinneS
Participant

Please!  Simple request with big time-saving benefits!!

Salehish
Participant

Agreed! Need this.