Tips, Tricks & Best Practices

JGrek
Participant

Out of office / leave

SOLVE

Hi there, is there a way to mark in Hubspot that you're on leave/out office and it will pause all your tasks and resume on the return date?

 

All I could see if out of office suggestions when a prospect is out of the office but what is the best way to manage your tasks when a user is out of office for an extended period of time?

1 Accepted solution
Jnix284
Solution
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

Out of office / leave

SOLVE

@JGrek There is not a way to automate this that I know of, but if the tasks don't need to be reassigned and can just be completed when they return, you can use the filters to create a list of their tasks, select them all, and then bulk edit the due date for when they return.

Jnix284_0-1661126390438.png

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

View solution in original post

9 Replies 9
MrBean
Top Contributor

Out of office / leave

SOLVE

This would be a great feature! similar to how we can "pause all sequences"!

 

0 Upvotes
Routera-LT
Participant

Out of office / leave

SOLVE

@JGrek Our team has been working on a new platform that gives HubSpot users/managers better ability to control contact/company/deal/ticket assignment. Easily pause incoming assignments, and tasks. 

 

Update 11/18/22: We are now proud to announce we are listed on the HubSpot app marketplace where you can find more information about our solution! 

kvlschaefer
Community Manager
Community Manager

Out of office / leave

SOLVE

Thanks for sharing, @Routera-LT!


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
SRandoll
Participant

Out of office / leave

SOLVE

An OutofOffice-Function from HubSpot would be really great, so that all automated things are reassigned - we have not only automated tasks, but also new contacts and deals that are distributed in round-robin ways, meeting links etc etc.

It's quite a hassle if someone goes on holiday or is sick to overtake those tasks, deals etc manually.

Would be great if there was a function that if someone is on holiday, all automatisms can be redirected to another person.

Jnix284
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

Out of office / leave

SOLVE

Hi @SRandoll there is an idea for this that you can upvote and share your use case/input, here's the link.


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

Jnix284
Solution
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

Out of office / leave

SOLVE

@JGrek There is not a way to automate this that I know of, but if the tasks don't need to be reassigned and can just be completed when they return, you can use the filters to create a list of their tasks, select them all, and then bulk edit the due date for when they return.

Jnix284_0-1661126390438.png

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

JGrek
Participant

Out of office / leave

SOLVE

Thanks for the response. I'll just bulk reassign a due date if it's not possible. 

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Out of office / leave

SOLVE

Thart's your best bet for sure, @JGrek. I don't know if you're already planning this, but I also just mark off time on my calendar before and after my time off to run through tasks ahead of time as much as I can, and catch up & clear those overdue tasks. Good luck! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
Jnix284
Hall of Famer | Elite Partner
Hall of Famer | Elite Partner

Out of office / leave

SOLVE

@danmoyle that's genuis! I always mark off a day after but hadn't thought about marking a time off before 🙂


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin