Overview
You can view your firm's custom information for each task right from the task details page. Custom information is defined in Firm Settings by your firm administrator where they can define certain custom field data types that will apply to all tasks.
How To View Custom Information For A Task
Custom field information can be sorted and exported from the table.
Go to the Tasks list page
Select a task in the table by clicking the the "..." from the Actions column
Click "Quick Edit" or "View Task Details"
On the specific task detail's page or modal form, you will see a section "Additional Information" at the bottom of the form
You can fill in any of the Additional Information section as desired.
Click "Save"
You have successfully saved custom information for your task.
If you have any questions or comments, let us know!