Tasks

Use task queues

Last updated: March 10, 2020

Applies to:

Sales Hub  Starter, Professional, Enterprise
Service Hub  Starter, Professional, Enterprise

You can create tasks and assign them to yourself and other users, and also be assigned tasks by other users in your HubSpot account. To complete tasks back-to-back within HubSpot, you can use a task queue.

When you start the task queue, it will bring you to the relevant contact record to complete its first task. After completing the first task, continue through the tasks in the queue until you complete, reschedule, or skip all of them.

You can create different task queues for specific tasks. For example, you can create a task queue for all your Call tasks.

Please note: you must be a user with assigned Sales Hub or Service Hub paid seat to start a task queue.

Create a task queue

To create a task queue:

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the left sidebar, click Add a queue.
  • Enter a name for the queue and click Save.

A new task queue will be empty. To add existing tasks to your task 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.

When you create a new task, you can add it to the queue by clicking the Queue dropdown menu and selecting the queue you want to add the task to.

To start a queue directly from a filtered view on the tasks dashboard, click Start queue in the upper right. These default views filter tasks by status or task type, so you can prioritize the tasks that are due immediately or focus on a specific task type.

Please note: each task queue has a limit of 500 tasks and each user has a limit of 10 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.

Complete the tasks in your task queue

To start a task queue:

  • In your HubSpot account, navigate to Sales > Tasks.
  • In the left sidebar, click the task queue you want to work on. You can also click a filter (e.g., Open tasks).
  • In the upper right, click Start queue.
  • You'll be redirected to the relevant record to complete your task. You can click any associated records in the record's right panel if you need more information; and still remain in the task queue.
  • If you are unable to complete the task, you can do one of the following steps:
    • In the upper right, click Skip to skip over this task for now and move on to the next task.
    • In the upper right, click Reschedule to update the due date of the task. Once rescheduled, click Next to do the next task.
    • In the upper right, click X to exit the task queue and stay on the record.
  • If you've completed the task, in the upper right, click Complete.
  • You can also view upcoming tasks in the queue by clicking the Progress dropdown menu.

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