HubSpot Ideas

AndyPitre

Assign task to multiple people

It would be nice if CRM tasks would be assignable to multiple people. Right now it can be assigned to one person only.

81 Replies
Dirk2
Participant

yes; all the workarounds make it quite dificult to organise HS...

CSchulte5
Member

I would also use this feature daily. We have new hires and VAs who we want to complete tasks and we want a co-assigned party who basically gets all the notifications that a task would give but doesnt need to complete it. Sort of to monitor the task. 

amberleemaya
Contributor

Agreed! I would like to put different types of tasks in each users account. For example, all 18 of my stores are supposed to post on social media weekly, submit reports monthly, etc. They are already using their task list for contact related tasks - and I would like to create recurring tasks for everyone to remind them of important deadlines. 

I have the beta for the recurring tasks which is great. But I have to go in and create 18 different recurring tasks - one for each store. I would much rather select the users I want to create the tasks for and do them all at once.

XDebeer
Member

Hi, 

It would be great to share a task with my team mates in order to cover ourselves when we are out of the office. Some tasks that we set are crucial to runnning our business and, therefore, are imperative with regards to timing. 

Looking forward to this idea being approved soon! 

XdB

ML-TroyW
Member

With 4 years of feedback, I hesitate to think any comment here will actually be seen or taken into consideration.  Every tasking tool I've ever used has the ability to share tasks which is necessary for collaboration for any company beyond one individual.  It's great that you can reassign a task, but we do this many times per day and the person who reassigns the task loses sight of that task once it's reassigned so the only way we've found to not lose sight of it is to create a second, redundant, task to remind yourself when you're waiting on confirmation that the reassigned task has been completed.    I hope this illustrates the necessity for multiple assignees with a primary person responsible.  

MKarp
Member

That's a feature we have been wanting for a long time. We have multiple team members working on the same tasks, and they all need to follow up with them, but the tasks can only be assigned to one user. If someone from pre-sales, a solution specialist and an account manager need to work together on a PoC for a client, whose task will it be ? This is a matter of team collaboration and really needed in our workflow. 

AChatur
Participant

Absolutely - This is critical as we work in a colloborative environment. Even if it was possible to use the association that is there right now and if the email is part of the team then the task can show up on their feed or view as well.  

AlexanderPMD
Member

Agreed - it does seem odd that this was not thought of beforehand, as our team members are part of primary and secondary teams, so one would expect this function to be easy to implement. Let's hope this gets pushed forward by the Hubspot developers.

ThiagoF
Contributor

Why doesn't have this feature yet? 

GPS
Member

What a horrible thread for hubspot.  Nothing years later!!

 

ThiagoF
Contributor

Right now the best way of working around this lack of basic feature is to create a team e-mail, and configure the e-mail inbox to redirect incoming e-mails to all members you want. This way they will receive the notification of the task or tag.

CGregory
Participant

I'm honestly confused how is this still not a thing. As a sales manager, I want to keep track of all the current tasks of my team. If a sales call gets answered by someone other than the sales team and gets entered in as a task (or task queue), if we want the first available sales team member to field it, it really should be able to be assigned by team and that way it pops up in their available tasks under the dashboard. There is no way that I've found to filter by que in the task reporting. Seems to me that team assigning would be the easiest solution.

CGregory
Participant

Would like to add to my previous comment to clarify why this is so important after finishing the HubSpot Sales onboarding. First, we use Microsoft Teams to accomplish this right now which is just another tab to have open when we are paying for a "hub" to eliminate the majority of those open tabs. As a smaller sales team, there are days where one sales member may be busier than the others and won't be able to get to a task (or several tasks), or everyone can be tied up and we have a secretary who will field the phone calls and take messages. For those that are user-specific, this is easy. However, general sales calls (which is a large portion of our business), either have to be assigned to a user in hopes that they can get to it quickly, or end up will end up in a large pool of unassigned tasks and, with mulitple locations, this can get confusing. We have set up queues for locations, but then that's another step that the team will have to go check. At this time, it appears the default is to look for tasks assigned to "me", so if they go to look in that queue, they have to change the filter to show "unassigned". The whole process wastes time and leaves customers at a risk to go unanswered for too long. It really seems to me that this is the easiest answer to the problem. Once a task is assigned to a team, then it should be filtered under the user's "me" tasks and be removed if another user completes it. If a microsoft app can do something, I'm sure that Hubspot can make it work. Right now, the task feature is really limted to a single user and we'll have to continue using Teams for this.

Bradenh123
Member

I would like the option of assigning a single task to multiple users. We have teams of 2 & 3 people who are often assigned jobs after we meet about projects.

Kidomu
HubSpot Product Team

Hello @Bradenh123 , 

 

My name is Kirsten and I work in HubSpot Support. I came across your idea while working on a request, thank you for submitting it. Another ideas post exists for this idea and it has had additional support from other users. So our product team can see the demand for this functionality in one place, may I suggest that you upvote post Assign task to multiple people? Please also feel free to comment on it with your specific use case.

 

Have a nice day,
Kirsten

Kidomu
HubSpot Product Team
Bradenh123
Member

Definitely a feature that should exist. Just adding my support to the post.

ThiagoF
Contributor

Another fundamentaly basic feature that is lacking.

DKitson
Participant

I actively sought out this suggestion as I was surprised it wasn't already available and thought that I can't be the first person to need it!!

 

Are there any plans to put this into development Hubspot?? 

DKitson
Participant

Hi Kirsten, I came across this and have also commented on the post you mentioned above however I wondered if you knew whether there were any plans to put this into development. Many thanks.