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.
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.
Hi @ROlver! Thanks for sharing this feedback. I completely understand where seeing the status move back to 'Idea Submitted' could be concerning at first. I just want to reiterate that this does not mean the progress made so far on this has moved backwards at all! We are removing the 'Being Reviewed' status and won't be moving feature requests into 'In Development' until they are in production. This is to ensure we are being transparent about where the product team is at with this feature.
We know this has been a popular request over the years. There have been some aspects on the backend that needed to be addressed before this feature can be implemented more seamlessly, but the product team has shared that we should have more updates about its progress/development this year. Either myself or the PM will update this post as soon as we have more timelines and details to share with our customers.
We appreciate your continued patience here, and look forward to sharing the upcoming progress with you all!
This idea's status has changed from ‘Being Reviewed’ to ‘Idea Submitted’. This change is due to our improvement project to update our Ideas Forum statuses in order to provide better transparency into how we are listening to your feedback.
“Idea Submitted” means that our product teams are aware of this feedback and are monitoring the need for this feature alongside other inputs that determine their priorities & roadmap.
In regards to this particular feature request, our teams are still actively looking into this and we should have more updates, including any timelines, for you this year. Keep an eye out here for those!
For more details about the statuses we use on the Ideas Forum & what they mean, you can read this community posthere.
Hi! My name is Hallie, and I'm an Associate Program Manager on the Customer Experience Management team here at HubSpot. I'm excited to share that this feature request is currently being reviewed by our product teams! While we don't have an ETA yet of when this would be available, we understand how important this feature is to our customers, so we will be providing more updates as time goes on and timelines become more clear.
We appreciate your patience while a plan to implement this is discussed, and be sure to keep your eyes open for future updates on this post!
Upvoted as well. I do have more cases it would be helpful especially when reporting can consider it. An example case is a repeating task to have a "call" with current clients to talk about their business every x months.
@glencornell can you escalate this at all, in terms of managing workflow across a sales team this feature would be really useful, and ability to then associate tasks to deals and queues off the back of this customisation utilising rules i.e. task status x moves task to queue y, would also be great.
Yes, would like to add more columns to the Task lists so we can sort based on other criteria, including custom properties. Also, some ability to highlight yellow or red tasks that have a request date going stale, that would also be really helpful. We want to sort our Task list by a certain custom field (our own custom lead score), but then we want a visual reminder if it's taking us too long to deliver something than it should.
Also, having more levels of Task priority other than just "None" or "High" would be great.
Find it hard to see why this is not already possible, as activities are crucial to business development and need the same level of customization as companies and contacts.
Upvote!! Desperately needing the ability to add a custom field to Meetings so we can track what type of meetings our sales team is having - demos, client check ins, etc...
It would be very helpful to have the capability to assign more than one internal user to a meeting, call, etc. as our sales efforts are typically team driven. This would allow us to pull accurate reports and assign sales credit where it is properly due.
