Adding custom fields to tasks

Custom fields allow you to tailor the information you track for your tasks, ensuring you capture all the specific details relevant to your work.
This guide will walk you through the process of both defining a new custom field that can be used with tasks and then adding information to that custom field on a specific task.

Creating a New Custom Field for Tasks

This can be done at the account level or at the project level:
  • Account level: See this page for more information on creating custom fields at the account level:  ⁠⁠Account level custom fields⁠ 
  • Project level: See this page for more information on creating custom fields at the project level:  ⁠⁠Project level custom fields⁠ 

Adding Information to a Custom Field on a Specific Task

After a custom field has been defined and set to apply to tasks, you can then add specific information to it on any task:
    Open the Task: Go to the specific task where you want to add or update custom field information.
    Locate Custom Fields: Within the task's details, find the section dedicated to custom fields. This section will display all custom fields that have been defined to apply to tasks.
    Enter or Select Values: For each custom field, you will see an input area or a dropdown menu.
  • If it's a text or number field, type in the relevant information.
  • If it's a select field, choose the appropriate option from the dropdown list.
    Save Changes: After entering or selecting the custom field values, ensure you save the changes to the task. This action will store the custom field information with that specific task.