Custom properties for Activities (Tasks, Meetings, etc.)

VagaeNatus

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
Status updated to: Not Currently Planned
Apr 27, 2020

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

53 Replies
GKell
Participant

upvote

CBroeders
Participant | Platinum Partner

Upvote.

PontusLindgren
Participant

Need this for sure!!!

DWilde
Member

Absolutely essential to be able to differentiate different task (activity) types ....   can't understand why HubSpot doesn't have this as native configurability .. even our 1998 Goldmine CRM had this capability !!

hugspot
Participant

+1

CWilliams78
Member

This would be so helpful. Actually, any further ways to sort tasks and activities would be handy. 

Benanton
Member

We also need this!

TDriessen
Participant

Does anyone else need this because it's not possible to put a person in 2 primary teams? Reporting on activities makes it a lot harder and without custom properties on actitivities not possible in certain situations. 

CWilson6
Member

When will this be available? It seems like a no-brainer to me for sure.

WWhite
Member

We really need custom task properties.

CWilliams78
Member
AGREED. Just this past week I spent HOURS reassigning tasks. If we could just sort them by the STATE the ASSOCIATED COMPANY was in, it would have saved me so much time.
BNiggemann
Member

Yes please, we also would like to be able add custom properties under activity  to track our specific metrics 

RPBesems
Member

Upvote: custom properties for tasks