Tasks & Workflows/Organization
Using Task Queues
4 min readUpdated December 28, 2025
Task queues are filtered views of work that help teams organize, prioritize, and pull work efficiently.
What Is a Queue?
A queue is a saved filter — for example, "All Tax Returns in Review" or "My Bookkeeping Tasks Due This Week". Queues can be personal or shared across your team.
Creating a Queue
- Go to Tasks > Queues.
- Click New Queue.
- Set filter criteria: job type, step, assignee, due date range, client, etc.
- Choose whether the queue is personal or shared with the team.
- Save and name the queue.
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