Task > Sequence - Multi-assign

LukeV

Description:
Our team works heavily from the Tasks screen and task queues, especially on contacts who were originally enrolled via a sequence.

A common workflow is:

  1. Enroll a group of contacts into a sequence.
  2. The sequence creates follow-up tasks (calls / to-dos).
  3. From the Tasks view or a queue, we want to select multiple tasks and enroll their associated contacts into a new “Follow Up Sequence” (e.g., post-campaign follow-up, re‑engagement, or a different channel mix).

Right now, bulk sequence enrollment is only available from Sequences, Contacts, or Lists, not from Tasks. That means that even though the Tasks view is the most natural working screen for reps, we have to:

  • Rebuild the same segment in Contacts/Lists, or
  • Click through to contact records one by one to enroll in another sequence.

Requested enhancement:

  • Add “Enroll in sequence” as a bulk action on the Tasks screen and in task queues.
  • When multiple tasks are selected, use the associated contact on each task as the enrollment target (respecting the existing sequence limits and “only one active sequence per contact” rule).

Value:

  • Mirrors how reps actually work (from their task queue).
  • Saves a lot of time for follow-up and recycle sequences.
  • Reduces the risk of missing contacts that should have been moved into a new “Follow Up Sequence.”

You can submit this:

  • In your portal: Help > Provide feedback, then paste it in.
  • Or via the HubSpot Ideas forum if your team uses that.