Queues

What Are Queues in InvestGlass?

A Queue is a shared container that holds tasks or other objects (such as leads, deals, or customer cases) until team members claim or assign them. Using Queues alongside Tasks in InvestGlass gives you more flexibility in distributing responsibilities, particularly when:

• You have multiple people capable of handling the same type of work.
• You want to evenly spread out tasks without manually assigning them individually.
• You need to ensure no items are overlooked by having them in a shared environment visible to all relevant team members.

Creating a Queue

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1. Click “New Queue”: Navigate to the appropriate section in InvestGlass (e.g., Tasks or Settings) to create a new Queue.
2. Name: Give your Queue a clear, descriptive name (e.g., “Support Tickets,” “Onboarding Tasks,” “High Priority Leads”).
3. Select the Objects to Assign: Choose which types of items will be routed to this Queue—such as tasks, leads, opportunities, or contact records.
4. Add Members: Identify which team members should have access to (and can claim work from) this Queue.
5. Send Email to Member: If you toggle this to “Yes,” each member you add will receive an email notification when a new item appears in the Queue or is specifically assigned to them.
6. Save: Click “Save” to finalise the Queue settings.

Assigning Tasks (or Other Objects) to a Queue

• When Creating a Task: Select the option to place the new task into a Queue instead of assigning it to a single individual.
• From the Task List: You can also reassign an existing task to a Queue if you decide it’s better suited for a shared pool of responsibilities.

Once in the Queue, tasks can then be picked up by any member of that Queue or assigned by a manager to a specific user for further action.

Working from the Queue

1. Viewing the Queue: Members can open the Queue to see all unclaimed or available items.
2. Claiming an Item: Any member can select a task or lead from the Queue and take ownership of it—this updates the record, so the rest of the team sees who is now responsible.
3. Notifications: With email notifications enabled, users will be alerted if new items appear in the Queue or if items need immediate attention.

Best Practices

• Descriptive Naming: Use clear, intuitive names so team members know exactly what type of items reside in each Queue.
• Limit Access: Only add members who need to see or work on items in that Queue—this avoids clutter and confusion.
• Track Activity: Periodically review who’s claiming which items to ensure the workload is balanced and no tasks are left untouched.
• Combine with Automations: Leverage automations to route tasks automatically to the proper Queue based on specific criteria (e.g., “High Priority” tasks go to the “Urgent Support” Queue).

Conclusion

InvestGlass Queues are a powerful feature for teams looking to streamline their task management and boost collaboration. By placing tasks and other objects into a shared Queue, you give your team the visibility, flexibility, and accountability needed to handle requests more efficiently. Whether you’re managing leads, support tickets, or internal projects, Queues ensure that responsibilities are clear, no item is overlooked, and work is distributed fairly among team members.