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Smart CRM & Sales Hub Tips, Tricks & Best Practices
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Hi @JTardif1,

This is what I suggested in my previous reply, here’s the link again:

  1. You customize the properties that are shown when moving deals from stage to stage: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#dea…
  2. If you have a Professional subscription and access to workflows, you can use workflows to automatically create tasks: https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-using-workflows-professional-and-enter…
  3. You integrate HubSpot and ClickUp: Project Management Software with HubSpot Integration | ClickUp™

Without a Professional subscription this is not possible. There aren’t any workarounds either. You have to upgrade or you don’t get the feature, unfortunately.