Task Queues

Use Queues to group tasks and keep everyone "on task"

Eric Range avatar
Written by Eric Range
Updated over a week ago

Overview

Use Queues to group tasks together to make it easier for your team to see what they should be working on next. Queues can leverage segments, task properties, or both to determine what tasks should be assigned to a given queue.

Important Notes about Queues:

  • Queues are designed to be long-term, dynamic lists. Conditions should be set with the long-term in mind.

  • When changes are made to individual tasks and Task Queues data is evaluated to update any associated Queues.

  • When changes are made in bulk or Queue conditions are modified, it can take up to several minutes for all changes to be fully reflected in Queues.

  • Even while a Queue is processing, individual talks can be modified or completed.

  • Queues act as "To Do Lists" and automatically filter out tasks in a Done Status.

Permissions Used for Queues:

  • View Tasks: The user can see Queues and the associated tasks but can not create, edit, or delete tasks.

  • Tasks User: The user can see Queues and create, edit, or delete associated tasks.

  • Administer Queues: The user can create/edit/delete Queues, setting the name and conditions for Queues.

Video Guide


Accessing Queues

Task Queues can be configured in Tasks Settings. To access Tasks Settings, navigate to Contacts > Tasks > > Queues.


Adding a New Queue

Option 1: Add from Settings

  1. Navigate to Task Settings by going to Contacts > Tasks > > Queues.

  2. Click the + Add Queue button.

  3. Replace "Name" at the top with a name for your Queue.

  4. Queues can be configured to include tasks associated with a particular segment of users, tasks with specific properties (such as status, priority, or assignment), or both. Add at least one condition for your Queue (Related User Segment or Task Properties)

  5. When you're finished adding your conditions, click Save.

Option 2: Add from Tasks Dashboard

To add a new Queue quickly, you can do so directly from the Tasks Dashboard without going to Task Settings.

  1. Navigate to Task Settings by going to Contacts > Tasks.

  2. Click the + sign in the Queue list in the left sidebar.

  3. Replace "Name" at the top with a name for your Queue.

  4. Queues can be configured to include tasks associated with a particular segment of users, tasks with specific properties (such as status, priority, or assignment), or both. Add at least one condition for your Queue (Related User Segment or Task Properties)

  5. When you're finished adding your conditions, click Save.


Editing and Deleting a Queue

  1. Click theon the right of the row of the Queue you wish to edit or delete.

  2. Select edit or delete, depending on what you wish to do.

  3. If deleting, you'll be prompted to confirm the action.

  4. If editing, the Queue edit side sheet will open. Make any changes, and when finished, click Save in the top right corner.


Using a Queue

On your Task Dashboard (Contacts > Tasks), there are two Queue lists located in the left sidebar.

  • My Queues: a list of queues where at least one task is assigned to you

  • All Queues: a list of all queues configured by your queue administrator(s)

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