Task and Task Queue Automation in HubSpot

Creating tasks and adding it to a task queue automatically

Create a Task Queue

1. In your HubSpot account, Navigate to Sales > Tasks
2. Click Manage Queues
   
   
3. Create task queue
   
   
4. Set the name and the access type as needed and save:
   

Create View for this Task Queue

After you create the task Queue, you need to create a View for it so you can start using it later

1. On your list of Tasks, navigate to More filters
2. Add the Queue that you just created as a filter
   
   
3. Add other filters if appropriate (eg see screenshot above)
4. Save this View
   
   

Create a Workflow that creates a deal

1. Add a descriptive name to your Workflow
   
2. Set your Workflow criteria to when you'd like the task to be created. eg: when a deal is created:
   
3. Enable re-enrolment if you'd like to create tasks whenever the criteria is met:
   
4. Add an action - under CRM, choose 'Create task'
   
5. Set the task name, task type and due date:
   
6. Associate the task to the record/s you prefer.
   In this screenshot below, you can only see company and contacts from the dropdown because this Workflow is a deal-based one which means the task is automatically created against the deal.
   
7. Next, add it to a shared task Queue you created previously
   
8. Set priority if appropriate and assignee
   
9. Save Workflow action
   
10. Review and publish Workflow
    1. Important: almost always, never enrol existing records that meet the trigger criteria). You wouldn't want to have a bunch of tasks suddenly created and assigned to you and other users.