Deal Pipeline Automation, Add More Properties to Create Ticket Feature

SOLVE
milosuma
Participant

I am automating my Deal Pipeline so that new tickets (task) are generated when a deal moves to a next stage. However, I would like to be able to automatically set some ticket properties other than the ones offered by default. Is there any way to add more properties to the Create New Ticket dialogue box?

milosuma_0-1613981251702.png

 

1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Thought Leader | Partner

Hi @milosuma,

 

In your screenshot, you're creating a task, not a ticket (a type of record, like contacts, companies, deals). Tasks only have a limited number of fields – the exact ones you're looking at. Unlike records, there aren't any options to create additional custom task fields.

 

Other users are already asking for this feature (custom fields for tasks) in the HubSpot Ideas section of the community. I'd recommend leaving an upvote and a commenting with your use case: https://community.hubspot.com/t5/HubSpot-Ideas/Custom-properties-for-Tasks/idi-p/329939

 

Best regards!

 

 

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

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2 Replies 2
karstenkoehler
Solution
Thought Leader | Partner

Hi @milosuma,

 

In your screenshot, you're creating a task, not a ticket (a type of record, like contacts, companies, deals). Tasks only have a limited number of fields – the exact ones you're looking at. Unlike records, there aren't any options to create additional custom task fields.

 

Other users are already asking for this feature (custom fields for tasks) in the HubSpot Ideas section of the community. I'd recommend leaving an upvote and a commenting with your use case: https://community.hubspot.com/t5/HubSpot-Ideas/Custom-properties-for-Tasks/idi-p/329939

 

Best regards!

 

 

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

milosuma
Participant

Thank you! Voted.