Tips, Tricks & Best Practices

JRobertshaw
Participant

Reassigning Tasks Automatically

SOLVE

Hi All, 

We have a situation where one contact owner might either be on leave or has a too large workload and needs to assign a new opportunity to a new owner, which is pretty straight forward. 

However when a new opportunity is created in our deal pipeline it automatically creates a task for the original owner to contact the client. It would be good to create a workflow where if the contact owner is changed the task is also reassigned to the new owner. 

Does anyone have a solution for this? 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reassigning Tasks Automatically

SOLVE

Hi @JRobertshaw,

 

At this stage, tasks cannot be enrolled in workflows, which means that it's not possible to automatically assign tasks from one user to another.

 

Luckily, there is an option to bulk update multiple tasks to a new owner. Navigate to Menu > Sales > Tasks and select the user under "No assignee":

 

karstenkoehler_0-1639027963011.png

 

 

Once this filter is active, select all tasks:

 

karstenkoehler_1-1639027991579.png

 

Click Edit, select Assignee and choose who the tasks should now be assigned to:

 

karstenkoehler_2-1639028027493.png

 

There isn't any out-of-the-box option to re-assign these tasks to the new owners of the deals. You could review your deal-based workflow that is creating the tasks and whether you could set up re-enrollment: You could add "Deal owner is known" as an enrollment trigger and active re-enrollment based on that criterion.

 

HubSpot interprets "known" as "has changed", too, so the deals would re-enroll once the owner changes and the tasks would be created anew. You could then find the old owner's tasks and delete them.

 

(The workflow can of course only be change if it's only creating tasks, not if there is any other automation happening that you do not want to repeat, e.g. internal or external notifications.)

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

ErikStromness
Participant

Reassigning Tasks Automatically

SOLVE

This is a workaround but it is not a solution. Capability to do mass task reassignment within a workflow needs to be created. 

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Reassigning Tasks Automatically

SOLVE

Hi @JRobertshaw,

 

At this stage, tasks cannot be enrolled in workflows, which means that it's not possible to automatically assign tasks from one user to another.

 

Luckily, there is an option to bulk update multiple tasks to a new owner. Navigate to Menu > Sales > Tasks and select the user under "No assignee":

 

karstenkoehler_0-1639027963011.png

 

 

Once this filter is active, select all tasks:

 

karstenkoehler_1-1639027991579.png

 

Click Edit, select Assignee and choose who the tasks should now be assigned to:

 

karstenkoehler_2-1639028027493.png

 

There isn't any out-of-the-box option to re-assign these tasks to the new owners of the deals. You could review your deal-based workflow that is creating the tasks and whether you could set up re-enrollment: You could add "Deal owner is known" as an enrollment trigger and active re-enrollment based on that criterion.

 

HubSpot interprets "known" as "has changed", too, so the deals would re-enroll once the owner changes and the tasks would be created anew. You could then find the old owner's tasks and delete them.

 

(The workflow can of course only be change if it's only creating tasks, not if there is any other automation happening that you do not want to repeat, e.g. internal or external notifications.)

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.