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.

HubSpot Updates
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

164 Replies
YZeff
Participant | Platinum Partner

Upvote!!!!!!

CCoyle5
Member

Upvote!!

TanyaQT
Participant

Needed! 👍

 

KBrennan0
Member

Please, this is needed! Can we please get an update on this @ HubSpot

HHarrington8
Member

Its been a year and is still not planned. Customers in other CRMs have this feature - we need this NOW

RReiffer
Contributor

This is absolutely ludicrous that this feature has not been implemented in 6 YEARS!  Come on HubSpot, try to catchup with Sales Force!

sberry11
Top Contributor

I want to code activities after they occur to help us figure out what is actually working. How is sales supposed to know what works if we can put the information in there. This is SO needed, and a bit odd it's not already a feature tbh. Over a year Hubspot......... 

RayaGerd
Member

Upvoting  – this is much needed for streamlining operations!

DWhittington1
Member

I am not sure why this hasn't progressed for a few years.

 

Having internal tasks with similar options to tickets would be ideal for many different use cases - especially with the task automation now available in workflows.

TD27
Member

@glencornellany update on this feature request?

IdeaHelp
Member

Upvote!!

VictorBrittes
Member

Triste ver que essa funcionalidade está como "não planejado atualmente". Visto o tanto de votos positivos vejo que é uma necessidade da minha empresa. 

AMulder1
Member

Agreed! We need this urgently! 

 

HAnjosdosMont
Member

@glencornell  Alguma atualização??

Omkarnadh
Member

This could a basic functionality for pople switching from salesforce or wanted to have narowed down scope of activity

LRaeper
Participant

This should be a standard feature, it's been too long now, please add this.

AComtois
Member

Yes, this is needed!

LauraW2
Member

Does anyone have another workaround way to be able to categorise emails/ report on 'types' of email?

mattheld
Member

It's crazy that this functionality doesn't exist. Show stopper for our use case.

LPierce71
Member

Any updates on this HubSpot?  Would be a great feature.