Hi there community, I was wondering if it is possible to create custom task fields. The current usecase is that we want our…

Hi @ArtyCele , Custom fields for activities are currently not supported, unfortunately. Other users have however requested th…

Hi @karstenkoehler , Thanks for your prompt reply. I have already upvoted that idea, although can see that it is currently …

Hi @ArtyCele , Task properties are now in public beta! HubSpot Login and Sign in What is it? You can now break tasks into …

Hi @ArtyCele , Can you elaborate why you would want to pass on information about a contact who should not be contacted in a t…

Hi @karstenkoehler , The main reason is because BDRs work off of tasks and use sequences/prospecting - so this would be to a…

Hi @ArtyCele , If not via workflow, how are the tasks for the BDRs created? If they’re created manually, which object do they…

Hi @karstenkoehler , The tasks are created through the sequences and enrolling the contacts in these sequences.

Understood, thank you, @ArtyCele . And how would an AE find and update that task if there was a custom task property? That’s t…

@karstenkoehler Thank you!! Always good to get the opinion of someone who is an expert on these tools. Say the AE creates a …

We need this especially when syncing with ERP software. We need those activity datapoints in our HubSpot attribution modeling…

I have created a Task Property titled “Approval Status”. It is showing up on the Task form. [rprconnect_1-1776656563744.png…

Creating Custom Task fields

karstenkoehler October 18, 2023, 12:02pm 10

Nice, happy to help, @ArtyCele!

If you found my replies helpful, mark one as an accepted solutions. It helps me allocate more of my time to helping others in the community.

Have a great day!

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