HubSpot Ideas

VagaeNatus

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.

Mises à jour HubSpot
Statut mis à jour : Not Currently Planned
April 27, 2020 03:57 PM

Hi Communnity,

 

Thank you all for sharing your feedback!

 

For transparency I am updating this issue to "Not Currently Planned" because we wont be able to get to this in the next quarter. 

 

Best,

Glen

118 Commentaires
GKell
Contributeur

upvote

CBroeders
Participant | Partenaire solutions Platinum

Upvote.

PontusLindgren
Participant

Need this for sure!!!

DWilde
Membre

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 !!

hugspot
Participant

+1

CWilliams78
Membre

This would be so helpful. Actually, any further ways to sort tasks and activities would be handy. 

Benanton
Membre

We also need this!

TDriessen
Participant

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. 

CWilson6
Membre

When will this be available? It seems like a no-brainer to me for sure.

WWhite
Membre

We really need custom task properties.

CWilliams78
Membre
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.
BNiggemann
Membre

Yes please, we also would like to be able add custom properties under activity  to track our specific metrics 

RPBesems
Membre

Upvote: custom properties for tasks

CSander
Membre

Should definitely be implemented. Part of our sales process is to to get a credit application which is a key activity we would like to track.

MOlowu
Membre

upvote

Lex_
Membre

Why isn't this a thing yet? We are living the future!

ErikB
Membre

Absurd that HubSpot doesn't have this. Literally every Object in HubSpot should allow for custom properties. 

BThompson0
Membre

Is there any update on this moving forward?

nickbudjml
Participant

Upvote.

Custom properties on Activities would be super valuable.

--> AS WOULD the ability to trigger automation based on activity (e.g., "Note logged with XYZ text" --> then update something or notify someone)

Alvaro_Sanz
Participant

Any news on this? Seems fairly straightforward and "easy" to implement.