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.

Actualizaciones de HubSpot
Estado actualizado a: 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

165 Comentarios
LPierce71
Miembro

Any updates HubSpot?

AndreRegDE
Participante

Really needed feature

Kcross8787
Miembro

We are looking at add a field to tasks to further categorize them.

gw27
Miembro

need this if it can act as a tag when you log a call, meeting or email.  we want to report on meaningful interactions.  need a way of pulling this data out by tagging an event as meaningful (we set our own parameters around what meaningful is)

LikaJ
Miembro

Surprised this isn't available, especially considering how long ago this was requested and how may other duplicate requests are out there.