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.
- 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.
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.
This idea has 200 Upvotes and still in Not Currently Planned.
And there are Ideas with 12, 69, 80, 120... Upvotes and in In Planning
Upvote. This is very long overdue.
This would be a very nice addition!
Upvote. Looking for this today, other CRM's including Pipedrive, Nutshell and CRM dynamics have this feature.
30 seconds after my last post, they added more activities. However, they are still not customisable, and they seem to be B2C related.
This should have been standard functionality years ago.
This would be extremely beneficial.
yes please. If we could also add the sequence emails on the activity type. Thanks
Yes we need to be able to filter by 'sequence'.
plus 1 on filter by sequence
This would allow us to track whether a meeting is face to face or virtual alongside the meeting type. Please add this.
Why is this still not plannend? Obviously the community is calling for it - 243 Upvotes by now. We would like to be able to sum activites up in reports like a meeting with location ect. Howerver the location is not editable so we ne a possibilty to create our own acitivity properties. This is important for several other information on activites. For example a contact is having multiple meetings with different data like mentioned. In that case a customized conatct property would not help out because it could get overwritten. I need to avoid cases like this so I need this feature pretty urgently!
Please allow for basic properties to be added to activity objects. "Call" has a handful of properties but none that allow my team to mark the product interest, which is something they are easily able to do in Salesforce. As we are attempting to move decades worth of Salesforce habits over to HubSpot, this is another sticking point which will be difficult to work around.
Essential feature. Even better would be custom activity types!
very long overdue!
Upvote. We should be able to add custom fields to tasks
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