Activity Custom Fields
This would be killer. I would love to be able to keep track of additional details for activities. Could think of a lot of good uses for this.
Comments
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Good feedback again!
There's no plan at the moment to add custom fields to Activities, mostly due to the visual feasibility of including them, but it's something to certainly think about.
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This would be super useful!
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David Lorbiecke said:
Good feedback again!
There's no plan at the moment to add custom fields to Activities, mostly due to the visual feasibility of including them, but it's something to certainly think about.
Hi David,
so why don't you just change the UI for Activities🤷🏼♂️ You obviously have a great UI/UX team, judging by other areas that got changed recently.
This would be a super useful feature(just like Custom fields already are on all other entitites) and "visual feasibility" should not be a reason for avoiding it.
Thank you in advance 😉0 -
Hi @David Lorbiecke , any updates on this? Are custom fields for activities somewhere on the horizon?
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It would be very useful to identify which tasks are important v not important. It would be great to have a priority setting on tasks such as ABCD or 1234 or even better use the Eisenhower principles of:- Urgent and Important, Urgent but not important, Important but not Urgent, Not import and not Urgent. If you are running a team they can see which tasks need focus!
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Ken Bannister said:
It would be very useful to identify which tasks are important v not important. It would be great to have a priority setting on tasks such as ABCD or 1234 or even better use the Eisenhower principles of:- Urgent and Important, Urgent but not important, Important but not Urgent, Not import and not Urgent. If you are running a team they can see which tasks need focus!
One idea is to create a "Person" unlinked to any organisation and called "Priority 1" or "Priority 2" or "to review daily" and then include this "Person" in the activity.
E.g. a Call activity linked to "James Smith" and "Priority 1". Then you can create filters for activities containing the person Priority 1, Priority 2, etc.
In our sales meetings we sometimes look at our "Top 10" deals by salesperson, and we set actions for them that need to be completed by the next week and are reported on in the sales mtg. To track these, I originally created a custom tick-box field within those Top 10 deals called "Sales mtg follow-up" and then filtered the actions for deals where that field was ticked. However, this pulls up every single action scheduled against those deals, not just the ones we want to discuss in the sales meeting. I'll be trying this "Priority 1" or "Sales mtg follow-up" person thing instead which hopefully will resolve that.
Another option is to create more activity types like "priority 1" and "priority 2" but then that means you can't tell whether it's a call or a meeting or an email... and is just muddly in our case given the high number of activity types.
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David Lorbiecke said:
Good feedback again!
There's no plan at the moment to add custom fields to Activities, mostly due to the visual feasibility of including them, but it's something to certainly think about.
Hi David,
custom fields for activities would really be a game-changer. Are there new thoughts about?
Best,
Axel1 -
David Lorbiecke said:
Good feedback again!
There's no plan at the moment to add custom fields to Activities, mostly due to the visual feasibility of including them, but it's something to certainly think about.
Hi David,
custom fields for activities would really be a game-changer. Are there any new thoughts about?
Best,
Axel1
