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
Hawk-Steve
Top Contributor

+1 from me.

 

I would also like to see this when creating tasks manually for other users. You can create a queue for tasks in the task creator panel, but if the tasks are not assigned to you it won't create the queue for that user or assign the tasks to an existing queue.

kyle2
Participant

+1 This would also be useful in tasks created with sequences. The queues are currently created manually by individuals and don't allow collaboration from others/automation which they absolutely should to be effective.

perkelator
Participant

+1 Totally agree with everything said here. Huge impediment to flow.

Hawk-Steve
Top Contributor

Hopefully, it's ok with HS to mention this. Happy to remove if not! 

 

Had a call with the product team yesterday about tasks and queues, we discussed the features and functionality I would like to see from Task Queues. I mentioned this idea for you lot on top of the things discussed, I believe expanding the task queues' functionality is on their to-do list. Maybe we will see this go into Beta in the coming months

darmlinatchaos
Participant

Fantastic, hope so too.  This would be a powerful way to automate and drive productivity. 

Fraser
Participant

Yes please! This would be fantastic! That way I can set up a task queue for my team, which I am otherwise unable to do.

brkn
Participant

Yes please

asimonmw
Member

I think there are a few things here to make tasks added via workflows much MUCH more useful

 

1. allow me to set the same type of due dates, like 1 business day, etc. Currently in workflow task create, its too basic. 

 

2. Allow us to create team queues so that then you could add tasks directly into queues but have them be assigned still to diff team members.

erikhollander
Member

I thought I was kinda blind not seeing this functionality for automated workflow created task queues additions.

 

Can't believe this is an open request for so long.

 

Yes please!

HubSpotMaster
Key Advisor | Platinum Partner

Upvote - We are trying to drive the efficiency of the reps yet we have a "Manual" process to add your tasks to queues, this would be a great step forward. 

fujisun
Member | Diamond Partner

It would be great if we could create a task queue by workflow.

Often we try to approach to a customer who is more likely will be "closed won", therefore, it is important to prioritize each deals/customers.Currently it is not possible to create a task queue by automation.

Moneyball
Member

+1 Would be super helpful. 

igroup
Member

This would be super helpful.  There is no way for me to associate a specific swim lane with a checklist (like you can do on Trello).  I'd like to be able to see what tasks I need to accomplish when a ticket is in a swim lane so I'm aware of my progress.  It would be great if that checklist also had tasks which would get added into a queue

holodan
Member

This would make automations and processes much more easier! please make that happen

jm
Contributor

I'd love to see this - automation of tasks is a bit messy without this

Cyno
Participant

100% agree... manual task creation/queue assigning is counter-productive.

eddyswindell
Member

Please put this in place Hubspot!

Richard_yellow
Participant

Please add. This will greatly improve the whole task workflow process 

MRF-Furnaces
Participant

This would definitely be helpful. 

ashleeflooret
Member

My team would benefit greatly from this feature. In our case, it makes a lot more sense if task queues can be team-wide rather than user-specific. Or maybe there can be an option for the task queue to be public or private?

 

In any case, I need to set up a workflow to automatically add customers over 60 days old to a call queue for our entire Support team to work out of when they have downtime. Right now, there's no way for me to do this. I have a workflow set up to create a task for these customers but these tasks currently go nowhere and get lost since I can't throw them into a queue that everyone can check.