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Task Custom Fields

How to add and manage the Custom Fields used for Tasks

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Written by Ashok P
Updated over a month ago

You can access the Task Custom Fields setting in the Control Panel to add and manage Custom fields to store additional information about tasks.

To access the Task Custom Fields setting, click the following icon.

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This will open the following form.

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Task Custom Field Types

SI has 24 Custom fields for tasks.

  • 5 Text fields

  • 5 List fields, where you can add the options to the dropdown list.

  • 5 Date fields

  • 5 Boolean fields (Yes/No)

  • 4 Hyperlink fields

Add and Manage Task Custom Fields

To add a new custom field for tasks:

1/ Click New.

2/ Select the type of field.

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Over time, you will see how many fields are already in use and how many are available.

3/ Add a name for the field.

4/ To reorder the fields, use the Move Up button and the Move Down button.

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5/ Click Save.

List Fields

When adding a List type field, you can click Manage in the List section in the menu and add the options that should be displayed in the dropdown.

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You can use the Move Up button and the Move Down button to order the options and set the case of the text in the options.

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Using Task Custom Fields

The custom fields added for tasks are shown under the Custom Fields tab in the New Task form. You can add the value for the fields when adding the task or editing its details.

Task Custom fields are also seen and can be edited in Mobile Install. The data in these fields will synchronize from SI to Mobile Install and vice versa.

Check out this article for more details.

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