Custom fields allow you to extend the data that you can collect about your tasks. This data will be in addition to the standard form fields that are available when you add/create a new task.
To get started, go to:
App > Setttings > Tasks > Custom Fields
You will be able to create different types of form fields
Simple Text
Paragraph (Long Text)
Number
Drop Down List
Check Box
Decimal
Date
You will also be able to tweak some settings about your form field, such as
Use in the standard form – This means the field will be displayed in the “Add New Task” form
Show on project profile – This means the data will be displayed on the task details page
Show in filter panel – This will make the field available when you are searching and filtering your tasks
Form Options
You can further tweak how the form fields will be displayed in the “Add New Task” form. To do this, click on the Standard Form menu item (as shown below)
You will be able to do the following:
Reorder the form fields (drag & drop)
Specify if the form field is mandatory (required)
Table of Contents
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