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How to Manage Task Fields

Updated over 2 months ago

Task fields define the information captured when creating or updating a task. You can customize which fields appear, make them required or optional, and arrange their order to suit your team’s workflow.

Step 1: From the main menu, open the “Manage Database” dropdown and click “Database”.

Step 2: Go to “Additional” and click “Task Fields”.

Step 3: The task fields can be set up from here. The first three fields, i.e., Subject, Assign To, and Priority are required. The remaining fields can be turned Selected or Unselected and made Optional or Required as per requirement. You can also drag and drop the fields to change their placement. Once set, click “Save”.

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