Custom properties for Tasks

angara

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

HubSpot updates
5 Replies
samtone93
Participant

+1 to this. We use the Task functionality very intensively to automate outreach from our Account Management team when things are going awry with a customer from a data perspective & for ALL of our Marketing leads.

The workflows work great for setting up tasks to be reported on based on the title (we just use some pretty standard "A-Lead", "B-Lead", "NPS Follow-up", etc. for those. However, there are so many additional benefits added to having a customized outcome on these (i.e. "Junk Lead", "Converted", "No response", "Data error"). It would be awesome if we could start to customize these similar to how we can on calls & meetings!

RicardoMargalho
Member

+1. This is important - there's no options to customize the tasks and so we can't use them in our workflow.

wmeyer
Participant

We currently have a task called "email bounced-find new email for contact". Sometimes the sales rep will update the email, sometimes they will find a new contact and other times they will do nothing because we already have other contacts for that company. It would be nice to be able to create custom fields in the task, to select an outcome or what they ended up doing, so I can trigger workflows based on that, instead of having to read the notes for each one.

 

Customization of tasks is very neccessary. Please work on adding this feature

alexiaq
Member

Our organization would like to add more task types/customize them. Our original CRM had a lot more categories to choose from, so we were hoping to add more options here as well, as it makes our tasks a lot more detailed and precise. 

KFish28
Member

Our company would like to be able to add additional custom task types so we can categorise our to-do lists. Then we would be able to filter our tasks by those categories which would make them easier to manage.