Custom properties for Activities (Tasks, Meetings, etc.)

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc.

 

Examples: 

- Calls: Aircall has to "print" text into the description for the call output

- Meetings: we want to confirm them 2 times. We can record in a structured way whether the meeting has been confirmed.

- Tasks: we'd like to have importance and urgency as inputs to define priority. We currently can't.

 

It's going to all allow finer management of tasks, calls, meetings, basically all activity types which a pre-requisite for activity-based workflows: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-based-Workflows/idi-p/204852

 

As different activity types (calls vs meetings vs tasks) require different information, Hubspot should allow Admins to select which customer property applies to which activity type.

HubSpot updates
9 Replies
rn
New Contributor

 Upvote - this should be possible

HubSpotMaster
Advisor

Upvote

str8sports
Regular Contributor

yes, this is needed for sure.

rr_xcarter
Occasional Contributor

yes please

KeeganSmith87
Regular Contributor

YES. NEED.

VagaeNatus
Advisor

To all who voted for that idea, wanted to let you know I've just updated this idea name from "Custom properties for Tasks" to "Custom properties for Activities".

woody
Regular Contributor

1 upvote.

This is a very basic feature that I think Hubspot should have it early.

TheZenVeteran
New Contributor

Without a doubt. It will also help me do quantitative analysis on task types, and their impact to revenue/won/lost/renewed etc. 

 

Kind of like an 80/20 analysis to the question "what tasks generate 80% of revenue, and what task waste 80% of our time?"

Tim_
New Member

YES, this would make for so many possibilities!