App Tutorial

Mastering HubSpot Task Queues: A Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

HubSpot Task Queues are tools for organizing tasks into lists, enhancing efficiency and focus by allowing users to tackle tasks one after another within the CRM platform.

  • Create new task queues under the Sales > Tasks section and manage them by editing, deleting, or creating views.
  • Add new or existing tasks to queues for shared access and completion.
  • Filter tasks by queue membership to streamline task management.
  • Automate task addition to queues with workflows or sequences in Professional and Enterprise accounts.

Automate your task management in HubSpot with Bardeen to save time and boost productivity. Learn more at https://www.bardeen.ai/download.

What is a Task Queue in HubSpot?

Task queues in HubSpot are organizational tools designed to streamline the process of managing tasks by grouping them into manageable lists. These queues allow users to work through tasks consecutively, one at a time, improving efficiency and focus. Initially, task queues were used to filter and share tasks among team members, but as of January 2023, they have evolved to function as labels for grouping, filtering, and sharing tasks within the HubSpot CRM platform.

HubSpot task queues can be efficiently managed and automated using Bardeen. Automate your task management to save time and enhance efficiency.

Creating and Managing Task Queues

To create a new task queue, navigate to the Sales > Tasks section in your HubSpot account. Click on Manage queues and then + Create new queue. Enter a name for your queue and save it. You can edit, delete, or create a view for an existing queue by hovering over the queue and selecting the appropriate option. Note that only the creator of the queue or super admins can edit or delete it.

Adding Tasks to Queues

To add a new task to a queue, click on Create task and fill in the task details, including selecting a queue from the dropdown menu. For existing tasks, select the tasks you want to add to a queue, click Change queue, choose the queue, and save. Both new and existing tasks can be added to queues, allowing shared access among users for completion.

Filtering Tasks by Queue Membership

HubSpot allows filtering tasks based on their queue membership. Within the Sales > Tasks section, use the Queue filter to select tasks from specific queues. Further filtering options are available under More filters, where you can specify tasks included in any queue, tasks not included in certain queues, or tasks without any queue assignment.

Automatically Adding Tasks to a Task Queue

In HubSpot accounts with access to workflows or sequences, tasks can be automatically created and added to shared task queues. When setting up a workflow or sequence, you can specify a task queue for the task to be added to. This feature is available for Professional and Enterprise accounts, facilitating collaborative task completion among team members.

Read more about how AI automation can supercharge your HubSpot experience on our blog: AI CRM Automations for HubSpot.

HubSpot Certification on Task Queues

For users interested in official HubSpot training or qualifications related to task queues, HubSpot Academy offers certification courses. These courses cover various aspects of using HubSpot's tools, including task management and optimization of sales and marketing processes. Gaining certification can enhance your understanding and proficiency in managing task queues within HubSpot.

Bardeen: Automate Your HubSpot Tasks with AI

HubSpot task queues can be efficiently managed and automated using Bardeen. This allows for seamless integration of your task management within HubSpot, improving productivity and ensuring that critical tasks are handled promptly and efficiently. Automating these processes with Bardeen not only saves time but also enhances the effectiveness of your task management strategies.

  1. Generate a list of tasks from a HubSpot ticket using OpenAI: This playbook automates the extraction of tasks from a HubSpot ticket's description using OpenAI's language understanding capabilities, ensuring no critical action item is overlooked. It's particularly beneficial for sales prospecting, personal productivity, and product development.
  2. Generate a list of tasks from a HubSpot ticket using OpenAI and save them to Asana as new tasks: Streamline your workflow by automatically generating a list of tasks from a HubSpot ticket using OpenAI and transferring them directly to Asana. This playbook enhances task management by ensuring tasks are promptly added to your Asana workspace for action.
  3. Generate a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks: This playbook offers a seamless way to convert HubSpot tickets into actionable tasks in ClickUp using OpenAI, optimizing your task management process and improving team productivity.

By automating task management with Bardeen, teams can focus more on executing tasks rather than managing them, leading to improved efficiency and productivity.

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