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.
Hi! My name is Hallie, and I'm an Associate Program Manager on the Customer Experience Management team here at HubSpot. I'm excited to share that this feature request is currently being reviewed by our product teams! While we don't have an ETA yet of when this would be available, we understand how important this feature is to our customers, so we will be providing more updates as time goes on and timelines become more clear.
We appreciate your patience while a plan to implement this is discussed, and be sure to keep your eyes open for future updates on this post!
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)
I'd like to add custom properties to a meeting activity. Specifically would like to track where the meeting was sourced LinkedIN, Cold call, etc.
I know this can be done for the contact but would like to propagate to meetings or manually add.
Thanks
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Added above per the following request from support: At the moment this is a tool limitation. I was able to find this community post where other users are requesting the same feature but it is still not on the product team road plan. I appreciate this isn't the result you were looking for, therefore, I would recommend that you share this feedback
Working on an implementation now connected to a Student Info System and would like to have this so that any logs from that connection can then be added as an activity. Then, under the Contact, in the center column, add a tab that contains these activities. I have the tab created; I have activities added but missing the most important thing, the new activity to be added. Will keep digging, thank you
Is there an admin or HubSpot staff that can respond to this issue? It has been 5 YEARS now since the first request. Is by this lack of resposne that HubSpot is telling us we should look at SalesForce instead?
Hi! My name is Hallie, and I'm an Associate Program Manager on the Customer Experience Management team here at HubSpot. I'm excited to share that this feature request is currently being reviewed by our product teams! While we don't have an ETA yet of when this would be available, we understand how important this feature is to our customers, so we will be providing more updates as time goes on and timelines become more clear.
We appreciate your patience while a plan to implement this is discussed, and be sure to keep your eyes open for future updates on this post!
This would be huge for us. We are getting rid of our Monday.com PM tool and are trying to leverage HubSpot for this with tasks. It would be extremely helpful for us to be able to
add custom task types that are unique to our organization - blog post, video, webpage, etc.
add custom task properties so we can better categorize, filter, assign, etc. these tasks within our team, and not have to rely on queues.
Having these additional features would allow us to have all tasks in one place, rather than having some in marketing campaigns, which can't be seen from the main Tasks view and also have limited functionality. It may also be helpful to be able to assign a tasks to multiple team members, or have the option for a secondary assignment, in certain cases.
