Custom fields let you add task details specific to your company’s workflow. Use them to capture information that is not available in the default task form.

Create a custom field

1. Open the task creation form.
2. Expand Custom fields.
3. Click Add field.
4. Select the field type.

Field types

• String — enter short text, such as notes or labels.
• Number — enter numeric values, such as amounts, prices, or quantities.
• Date/Time — select a date and time, such as a deadline or scheduled event.
• True/False — choose Yes or No.

Field options

You can configure additional settings for each field:

• Required — users must complete the field before they can create the task. If a required field is empty, the system displays a warning.
• Multiple — allows users to add more than one value in the same field.

If a field is required, users must complete it before saving the task. Required fields are marked with a red indicator in the form.

If the Multiple option is enabled, users can enter several values in the same field by clicking Add.

Configure custom fields

Click Settings (⚙️) next to a custom field to manage how it behaves.

Available options:

• Apply field set to all users – makes the custom field available to everyone in your company. If other users customized their task forms, their settings will be replaced.
• Enable field dragging – lets users reorder custom fields using drag and drop.