The default Smart Queues already give you lots of power to compare tasks from different queues to figure out what to work on next. But if you want to run a report to see what your team has on their plate, or view all tasks that require collaboration from other organizations, that requires a more specialized setup. With custom Smart Queues, you can perform these complex searches with the click of a button!
Add a new Smart Queue
To create a new Smart Queue, click Add Smart Queue from the Smart Queues dropdown menu in the left hand panel.
Name the Smart Queue and then select the relevant criteria.
General Smart Queue
There are two types of Smart Queues. The General Smart Queue is the default and the most versatile, allowing you to select a variety of criteria. You can search your entire account, or a specific location, and choose to specify tasks by their date, assignments, and tags.
For instance, if you manage an intern who gets work from multiple people on your team, it might be helpful to create a Smart Queue for any tasks assigned to her.
👉 Pro Tip: Smart Queues include a summary of what your search criteria means in plain English. To quickly double-check your Smart Queue settings are correct, just check the blue text at the bottom matches your expectations.
After you save the settings, you’ll see the results and can confirm they’re correct. You can always go back to edit the search criteria later.
Next actions Smart Queue
The Next actions Smart Queue will display the first task(s) from your queues. This is a quick and easy way to see what is top priority across your whole account to help you figure out what to work on next.
Modify an existing Smart Queue
Edit a Smart Queue
You can edit a Smart Queue at any time, even the default Smart Queues! To make changes, open the dropdown menu and select Edit.
Delete a Smart Queue
If you don’t need a Smart Queue anymore and don’t want to edit it to fit your needs, you can delete it from the queue’s dropdown menu as well.
Rest assured, deleting the Smart Queue will remove the queue only, not any of the tasks that would show up in it.