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.
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.
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