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.
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.........
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.