Custom fields let you capture exactly the data your business needs. Setting them up correctly means your team always has the right information at their fingertips, reducing back-and-forth and keeping projects on track.

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

Go to “Additional” and click “TaskFields”.

The task fields can be set up from here. The first three fields, i.e.,Subject, Assign To, andPriorityare required. The remaining fields can be turnedSelectedorUnselectedand madeOptionalorRequiredas per requirement. You can also drag and drop the fields to change their placement. Once set, click “Save”.Related ArticlesHow to Add Task TemplatesHow to Hide Financial Products for Your Proposal?How to Customize and Manage Columns for TasksHow to Enable Automations for Task ModulesHow to Update Standard and Custom Fields for Kanban View?

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.