# Create Custom Property on Notes (engagement object) + Report on Notes

**URL:** <https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027>\
**Category:** Reporting & Analytics\
**Tags:** contacts\
**Created:** [October 7, 2021, 3:50pm UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027 "2021-10-07T15:50:04Z")\
**Posts on this page:** 8\
**Page:** 1

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**Author:** ![aljones](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aljones/32/67610_2.png) [@aljones](https://community.hubspot.com/u/aljones)\
**Post date:** [October 7, 2021, 3:50pm UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027/1 "2021-10-07T15:50:04Z")

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We are fleshing out a way to track and report on “passive impressions” i.e. offline engagment such as attendence at a trade show, webinars (hosted by 3rd parties) etc.  
At the moment we are doing all of this in a homegown smartsheet but would like to move it to HubSpot.

However -we need to have (at least) two custom drop down properties to associate with the activity and I was hoping to use the “notes” object.

My questions are:

1. How can we create custom properties for Notes with dropdowns that can be easily managed
2. How can we report on this in HubSpot (i.e. a dashboard) or do I need to setup an API call.

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**Author:** ![TitiCuisset](https://avatars.discourse-cdn.com/v4/letter/t/8baadc/32.png) [@TitiCuisset](https://community.hubspot.com/u/TitiCuisset)\
**Post date:** [October 11, 2021, 9:12am UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027/2 "2021-10-11T09:12:34Z")

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Hi @aljones

Thank you for reaching out.

I want to tag some of our experts on this - @NicoleSengers @danmoyle [@Mike\_Eastwood](https://community.hubspot.com/t5/user/viewprofilepage/user-id/9259) do you have any thoughts for @aljones on this?

Thank you!

Best

Tiphaine

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**Author:** ![NicoleSengers](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nicolesengers/32/30704_2.png) [@NicoleSengers](https://community.hubspot.com/u/NicoleSengers)\
**Post date:** [October 11, 2021, 10:02am UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027/3 "2021-10-11T10:02:17Z")

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Hi @aljones

So if I understand this correctly you want to add dropdowns to notes like when you log a sales activity.

There are some ways to do this out of the box but if you don’t log sales activities or want to add these dropdown options to your Log type and to your call outcome then you can associate these like a logged call… But if you already use this for other reports this may be confusing if you don’t filter these offline activities out of your current reports.

The alternative is to create a playbook with dropdowns and the ability to add notes as well.

Both these options will create a similar outcome but it depends on the HubSpot package you are on.

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**Author:** ![aljones](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aljones/32/67610_2.png) [@aljones](https://community.hubspot.com/u/aljones)\
**Post date:** [October 11, 2021, 7:36pm UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027/4 "2021-10-11T19:36:43Z")

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Hi @NicoleSengers

We currently have Marketing Hub. I need a way to track offline activity, and to be able to tag it with standardized information (i.e. source). I also need to be able to report on it - which I think I cannot do in HubSpot without setting up an engagement API ([2026-03 API reference - HubSpot docs](https://legacydocs.hubspot.com/docs/methods/engagements/engagements-overview))

Do you have any reference documentation on your solution for “log type”? Or even the playbook? Also - how would I be able to import “notes” in bulk and tag them with the “log type” or playbook?

Thanks again for your help!

-Allison

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**Author:** ![NicoleSengers](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nicolesengers/32/30704_2.png) [@NicoleSengers](https://community.hubspot.com/u/NicoleSengers)\
**Post date:** [October 12, 2021, 7:08am UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027/5 "2021-10-12T07:08:01Z")

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Hi @aljones

The only way to import activities is via an API - so if you are looking to do this in bulk you would need to do this using an API. You can import notes but you cannot import notes with tags. If you import notes you can import contact properties on the contacts that are linked to the notes so that might be a workaround.

The way to manually log these is explained in this doc: [Create or log activities on a record](https://knowledge.hubspot.com/contacts/manually-log-a-call-email-or-meeting-on-a-record)

Playbooks are only available on Sales / Service Enterprise so that may not be a solution for you, here is some documentation on those: [Use playbooks](https://knowledge.hubspot.com/playbooks/use-playbooks)

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**Author:** ![aljones](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aljones/32/67610_2.png) [@aljones](https://community.hubspot.com/u/aljones)\
**Post date:** [October 15, 2021, 2:03pm UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027/6 "2021-10-15T14:03:04Z")

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Thanks @NicoleSengers for your reply. Unfortunately this is what I was expecting and we need the properties to be tied to the activity (note) not the contact.

Thanks

-Allison

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**Author:** ![JVanpachtenbe](https://avatars.discourse-cdn.com/v4/letter/j/6a8cbe/32.png) [@JVanpachtenbe](https://community.hubspot.com/u/JVanpachtenbe)\
**Post date:** [April 16, 2026, 3:03pm UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027/7 "2026-04-16T15:03:45Z")

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Good question.  
I have the same challenge now with your first question.  
The user can use ‘Log an email’ but can only type text in 1 text box and cannot fill in any other text box or drop down such as a title or indeed a kind of categorization.  
I don’t see any answer here whether you can create custom properties on activities ?

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**Author:** ![stassey](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/stassey/32/36_2.png) [@stassey](https://community.hubspot.com/u/stassey)\
**Post date:** [April 16, 2026, 4:23pm UTC](https://community.hubspot.com/t/create-custom-property-on-notes-engagement-object-report-on-notes/45027/8 "2026-04-16T16:23:38Z")

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Hi @JVanpachtenbe,

Thanks for chiming in here!

You can create custom properties currently for activity types like Meetings and Calls, following the same steps seen here:

- [Create and edit properties](https://knowledge.hubspot.com/properties/create-and-edit-properties#create-a-basic-property)

However, as seen in the feature request below our product team is actively working on making this available for all activity types:

- [Custom properties for Activities (Tasks, Meetings, etc.)](https://community.hubspot.com/t5/HubSpot-Ideas/Custom-properties-for-Activities-Tasks-Meetings-etc/idi-p/204853#:~:text=Hi%20everyone!%20We%27re%20starting%20to%20tackle%20the%20work%20to%20ensure%20that%20every%20engagement%20type%20(Calls%2C%20Meetings%2C%20Tasks%2C%20Notes%2C%20Emails%2C%20SMS%2C%20WhatsApp%2C%20LinkedIn%2C%20Postal%20Mail)%20fully%20supports%20custom%20properties%2C%20and%20we%20anticipate%20a%20Q4%20%2725%20or%20Q1%20%2726%20delivery.)

I hope this helps clarify!

Best,

Sam, Community Manager
