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 tocreate and share task queueswith 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.
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 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?
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.
+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.
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
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.
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.
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
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.
