HubSpot Ideas

angara

Custom properties for Tasks

We want to use "Tasks" more intensively to register and measure all marketing and sales activities.

But we cannot create a user-defined Property - please make this available.

It should also be possible to see "Tasks" on the contact card on the right together with Deals, Tickets and other info.

In Calls you are using "Type" and "Outcome"  which is something that could be used but not only on calls but on all activities / tasks

104 Replies
YMatsui
Participant

+1, We are using Tasks tools with Sales Hub for order management job.

If we have option to show Tasks like Deals viewing on board.  We can see Tasks on board but it cannot edit propties on it.  We would like to show more information on each tasks when it is on board.

ThaisCampbell
HubSpot Employee

+1. This is important!

DeeDub
Member

This is imperative. It's basic functionality like this that's missing that makes me regret making the move to HubSpot every day.

EcoMax
Member

Would love to customise task properties, in particular to implement/show our Lead Scoring in the task view, so reps can prioritise which tasks/contacts they focus on first. 

BRadMoser
Participant

I just suggested this to support just now and they said the custom properties currently not a feature. When I create a task on a deal, I want it to also automatically add the primary user role on the account too which is a custom property. 

janinel
Participant

How about a calendar view for taks that we can filter by any property?

How about custom color picker for properties so that tasks can be color-coded?

How about more task types?  (a customizable list would be ideal)

 

The alternate solve for this is basically using the current custom object (which allows us to copy deal functionality for other process), but it is missing a calendar view that allows us to filter by any property.

janinel
Participant

This would be awesome... I'd love to add a video/image to tasks that could be converted to social posts or that social drafts could be set as a task with pending status.

 

I'd also love to be able to customize the color options for marketing campaigns.

OKillian
Contributor

+1. Really necessary for sales tracking

PThomasCedar
Member

For us, this is crucial for organizing staff workload by the estimated time a task will take. (I want to make a custom Task property called Workload where the options are (e.g.)

- 5 minutes,

- <1 Hour

- 1+ Hour

- 2-3 hours

- 8 Hours (Full Day)

... and then sort my task load by this standard.

filipg
Contributor

Hubspot is unlikely to create this because it would obsolete Sales Pro/Enterprise features like Shared Queues. They probably won't prioritize it until they find a revenue-driving feature (which this may or may not be). I would already be happy to be able to filter tasks by name. It seems like a no-brainer but not even that is available...

daveon
Contributor

+another because it would be REALLY helpful to have tasks grouped by sales type when I'm looking at a long list of stuff to do or checking what others do.

KPham
Member

@hubspot PLEASE... GIVE THE PEOPLE WHAT THEY WANT!!

OQuiroga
Member | Elite Partner

Would love to hear more on this as well. Just had one of my onboarding clients drill me on this!

BPhillip
Member

We need this as well. dont want to use tickets for every single internal process, if I can add fields like task age.

MarcoGarcia9202
Member | Diamond Partner

I would love for one of these features to be enabled, as our team only needs the ability to create a required property on tasks that will not allow the task to be created if the property is not known. Alternatively, we would like to make the task priority field mandatory.

snatter
Participant

People: 👋👋

Hubspot: 🏃‍♂️👻

----
Jokes aside: +1 please.

FredTan
Member

+1

JSlama
Member

This requirement is valid for any Activity - Task, Email, Call, Meeting. You (HS) have enabled the feature finally to sync Events to HS from SF, but it is funny, because we can't properly map these objects as we can't manage properties for them..  This is rly example of sad story on HS side....  

NMeister
Member

This is so important!

Need: "Region/Country" & "Lead Status"

I need to understand info about the contact at a glance when I am powering through tasks – especially calls

Rubi_MedMen
Contributor

+1 to this idea!