Last updated: March 8, 2021
In HubSpot, you can create tasks, assign them to yourself and other users, and be assigned tasks by other users in your account.
To complete tasks back-to-back, you can create a task queue. You can also invite other users in your HubSpot account to work on the tasks in a 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.
Please note: each task queue has a limit of 500 tasks. Each user can create up to 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.
To create a new task queue:
Please note: only users with a Sales Hub or Service Hub Professional or Enterprise seat can be added to a task queue. Only the creator of the task queue can invite users and make changes.
You and any users sharing the queue will now have access to the tasks and can help complete them.
To complete tasks in a queue, you must be a user with an assigned Sales Hub or Service Hub paid seat. 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 a record, the queue cannot start.
You'll be redirected to the record associated with the first task in the queue. You can do one of the following:
If you added LinkedIn Sales Navigator tasks to your queue, the LinkedIn Sales Navigator will open so you can send the InMail message or connection request directly from the queue.
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.
You can click any associated records in the record's right panel and still remain in the task queue. You can also view upcoming tasks in the queue at any time by clicking the Progress dropdown menu.
You can change a task queue's name or give other users access. You can also delete unused task queues and reorder them for your convenience.
If you select a task queue shared with multiple users, all of those users can view and complete these tasks.
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