Tasks

How to use task queues in HubSpot CRM

Last updated: September 5, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

Use task queues in your HubSpot CRM account to organize similar tasks into one place and cycle through them for easy task completion with a lot less clicks. 

Follow the instructions below to learn how to create and use new task queues. Please note that there is a limit of 10 task queues per user and 500 tasks per queue.

  • In your HubSpot Sales account, navigate to Tasks. Make sure you're in the Table view.
  • In the left sidebar menu, click Add a queue
  • Give your new queue a name and click Save
  • Now that you have your queue(s) you can add tasks to specific queues by clicking the checkbox next to any task(s).
  • Click Add to queue, choose your queue, and click Add.
  • To begin completing tasks in a queue, click the name of your queue and click Start queue.
  • You will be taken to the relevant record where you can complete your task by clicking the checkmark within the given task, then Next.
  • If you'd like, you can also choose Skip if you want to leave a task uncomplete and move onto the next task.

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