Customizing "log activity" and Task type in HubSpot Sales

Hi HubSpot Development Team, 

 

I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. 

 

Thanks for considering!

Grayson 

HubSpot updates
150 Replies
hcheney
New Contributor

I also agree, there are many other activities we'd like to be able to log. I.e. Contacted via FB, linkedin etc

Mjennings
New Contributor

This would be very helpful for us as well. I would like to track my team's activity at a more granular level.  

JosieSA
Top Contributor

hi

it would be awesome if you could add in a few extra task types. We especially need a task type = SMS as we do a lot of follow up SMS messages to our leads. 

 

Perhaps task types could be customizable?

 

thanks 

rqtaylor
New Contributor

Is there not a way to edit "Task Type"? I cannot find it and seems like a very needed option.

Adhinata
New Contributor

Often i chat with potential leads via LinkedIn Messaging and I would liek to record this correctly  and paste the contents of the discussion rather than report in hubspot as a logged email/call

 

This should be standard functionality for users to define the type of Activity used to reach the customer

 

Only having Call/Email/Meeting is very early 2000's

rphillips
Occasional Contributor

This is a needed feature.

pottmi
Occasional Contributor

I would like  configurable list of types, but if you could give us an "Other" category some of us could limp by until you can take the time to make it customizable.

JonSchmitz
New Contributor

+1. Communication isn't limited to the standard answers listed within the site. 

RC
Occasional Contributor

Email, Call and Meeting are useful categories to Log Activities, and Email, Call, and To Do (essentially, Other) are useful for Tasks, but they're not enough.

If opening these lists to additional categories would cause problems, could HubSpot perhaps allow us to create custom sub-categories, underneath the existing three, so we can make our reporting more useful?

For my reps, site visits are a KPI with annual quotas and weekly reporting. In my reports, I need to be able to differentiate a site visit from other types of meetings (virtual, trade show, seminar, poker game, bat cave, etc.).

In another thread, @tommaff says he needs to be able to mark a location, with similar requests from @Andye and @ebarajas:
https://community.hubspot.com/t5/CRM/Task-types/m-p/22620#M2073

Elsewhere, @CDC says she needs to be able to log that a Christmas card has been sent, while @vipinderpanchal needs to be able to record a demo or presentation:
https://community.hubspot.com/t5/Archived-Discussion-Board/How-do-I-log-an-activity-that-is-not-one-...

(If you're here because you received notice of my mentioning you, please up-vote the original post at the top of this thread, and ask your team members to do the same. Let's get this vote count up so we can get a response.)

HubSpot, please consider adding a way to allow users to customize those Task and Log Actvity categories. In a system with so many customizable fields, this limitation makes no sense. Thanks.

TForsythe
Visitor

That's good to hear, roisinkirby. Is it possible to sign up for the Beta? We're currently working to transfer our data from our old CRM over to Hubspot, and having that particular feature activated would save us a lot of headache in developing workarounds in the task tab to avoid data loss.