Overview
Task Custom Fields allow you to store additional, firm-specific information on tasks and use that data for filtering, tracking, and reporting.
Instead of relying only on default fields like task name, due date, or assignee, Task Custom Fields let you add meaningful context that reflects how your firm operates.
Use Cases
Task Custom Fields are especially useful when:
Different teams need to track different attributes
Firms want more granular reporting
Task details must be standardized across clients
Internal processes vary by service type
Managing Task Custom Field Settings
You can create and manage Task Custom Fields by navigating to:
Settings → Custom field → Custom Task Field tab
Task Custom Fields are managed centrally, ensuring consistent task data across projects, tasks, and reports.
Creating a Task Custom Field
When creating a Task Custom Field, you define several key properties:
Field Name – The label your team will see
Field Type – Text, dropdown, number, date, or checkbox
Task Custom Fields are managed centrally, allowing firms to maintain consistency across projects, tasks, and reports. By defining custom fields once, the same structured information can be captured consistently throughout the system.
One of the biggest advantages of Task Custom Fields is their use is they can be used as:
Filters
Grouping options
Data points within reports