Last updated: September 28, 2022
In HubSpot, you can create tasks to help manage your to-do list. To complete tasks back-to-back, you can create a task queue. When you start the task queue, it will bring you to an associated record (a contact, company, etc.) to complete the first task. After completing a task in a queue, you'll be brought to the associated record of the next task.
Users with an assigned seat of Sales Hub or Service Hub Professional or Enterprise can also invite other users with Professional and Enterprise seats to work on the tasks in a queue.
Please note: each user can create up to 20 task queues in each account. If you need to create a new queue and have reached your limit, consider deleting a completed queue to create a new queue.
Users with an assigned seat of Sales Hub or Service Hub Starter, Professional, or Enterprise can create task queues for their individual use. If you're a user with a Professional or Enterprise seat, you can also create shared queues for other users with Professional and Enterprise seats.
To create a new task queue:
Please note: you can only add users with a Sales Hub or Service Hub Professional or Enterprise seat to a task queue. If you assign a task in a queue to a user that does not have access to the queue, that task will be removed from the queue.
You and any users sharing the queue will now have access to the tasks and can help complete them.
When you start a task queue, you will be brought to associated records for the tasks in the queue consecutively, starting with the first task. Any task in the queue that is not associated with a record will be automatically skipped. If none of the tasks in the queue are associated with a record, the queue cannot start.
You'll be redirected to the record associated with the first task in the queue. If you've specified a task type (e.g., Email, Call, or LinkedIn Sales Navigator), the corresponding activity editor will automatically open on the record.
Please note: if you added message content to the Notes field when creating a LinkedIn Sales Navigator task, the InMail or connection request will not auto-populate with this content. You will need to manually enter the message content.
On each record, you can do one of the following:
You can't delete a task on a record while working through the task queue. To delete a task in a queue, navigate back to the tasks index page.
You can change a task queue's name and edit the tasks included in the queue. You can also delete unused task queues and reorder them for your convenience. If you're a user with a Professional or Enterprise seat, you can give other Professional and Enterprise users access to a queue.
Please note: for shared task queues, only the user that created the queue can edit or delete it.
If you select a task queue shared with multiple users, all of those users can view and complete these tasks.
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