BETA

Invite other users to a task queue (BETA)

Last updated: March 12, 2020

In Beta

Applies to:

Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

When you create task queues, you can now invite other users in your HubSpot account to share your task queue. They can join the queue and help to complete tasks, especially when those tasks can be shared by anyone in a team.

Please note: to be invited or to invite others, a user has to have a Sales Hub or Service Hub Professional or Enterprise seat. Only the creator of the task queue can invite users to their task queue and make changes to their task queue.

Create a new task queue and invite other users

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the left sidebar, click Add a queue.
  • In the right panel, enter your Task queue name.
  • Click the Invited users dropdown menu and search or locate the users you want to invite. Select the checkboxes next to their names. You can remove an invited user by clicking X next to their names in the dropdown menu.

  • Once they are all selected, click Save.
  • Their user profile pictures should appear next to the task queue's name. This new task queue will be empty. To add tasks to the queue:
    • Select the checkboxes next to the tasks.
    • In the header row, click Add to queue.
    • In the dialog box, click the Queue dropdown menu and select a queue. Then, click Add.
  • The invited users will now have access to the tasks in the task queue and can help complete tasks in the queue.

Invite other users to an existing task queue

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the left sidebar, click the existing task queue you want to invite others to.
  • Next to the name of the task queue, click Invite.

  • In the right panel, click the Invited users dropdown menu and search or locate the users you want to invite. Select the checkboxes next to their names. You can remove an invited user by clicking X next to their names in the dropdown menu.

  • Click Save.
  • Their user profile pictures should appear next to the task queue name. They will now have access to the task queue and can help complete tasks in the queue.

Automatically add tasks to a task queue

When you automate task creation in a workflow or sequence, you can add those tasks to a shared task queue, allowing different users who are invited to the task queue to view and complete the tasks.

In a workflow

When you create your workflow and add a Create task action, in the right panel, you can now add the tasks to a task queue.

After adding the Create task action, in the right panel:

  • Click the Add to task queue dropdown menu and select the task queue to add the task to.
  • After entering relevant information in the other fields, click Save.

If you select a task queue shared to multiple users, all those users can view and complete these tasks.

In a sequence

When you create a sequence and add a Add a task step, you can now select the task queue to add the task to.

  • After adding the step, click the edit Edit icon on the step.
  • In the dialog box, click the Task queue dropdown menu and select the task queue you want to add the task to.
  • Click Done. You can then continue working on your sequence and save it.

If you select a task queue shared to multiple users, all those users can view and complete these tasks.

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