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! 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!
Absolutely essential to be able to differentiate different task (activity) types .... can't understand why HubSpot doesn't have this as native configurability .. even our 1998 Goldmine CRM had this capability !!
Does anyone else need this because it's not possible to put a person in 2 primary teams? Reporting on activities makes it a lot harder and without custom properties on actitivities not possible in certain situations.
AGREED. Just this past week I spent HOURS reassigning tasks. If we could just sort them by the STATE the ASSOCIATED COMPANY was in, it would have saved me so much time.
