Custom Task Fields

Custom task fields allow you to adapt tasks to your company’s workflows and collect exactly the data you need.

Default Task Fields

When a company is created, the system includes the following default fields:

• Task title 
• Task description 

These fields are mandatory and cannot be removed.

How to open custom task fields

1. Open the side menu. 
2. Go to Custom Task Fields. 
3. On this page, you can create, edit, and delete task fields. 

Custom field settings

Field Sorting
Defines the order in which fields are displayed inside a task.

Title
The field name shown in the interface.

Field Name
The system name used for API data transfer.

Field Type
Available field types:

• Text 
• Number 
• Checkbox 
• Drop-down list 
• Multi-select dropdown list 
• Date 
• Date range 
• Text field 
• phone 
• E-mail 

Field Options

• Allow search — allows tasks to be searched by this field 
• Mandatory — makes the field required 
• Show in task list — displays the field in the task list 

Actions
Actions available for the field, including deleting it.

Adding a new custom field

1. Click the “+” button. 
2. Configure the field settings. 
3. Click Save. 

⚠️ If you do not click Save, the changes will not be applied.

Important notes

• Changes to custom fields apply only to new tasks. 
• Existing tasks are not updated automatically. 

FAQ — Custom Task Fields

Q: How many custom fields can be created?
A: There are no limits. You can create an unlimited number of custom task fields.

Q: Can I delete a custom field?
A: Yes, custom fields can be deleted from the Custom Task Fields section.

Q: Can a custom field be required?
A: Yes, enable the Mandatory option.

Q: Can tasks be searched using custom fields?
A: Yes, if Allow search is enabled.

Q: Do changes apply to existing tasks?
A: No, changes apply only to newly created tasks.

Q: What happens if I don’t click Save?
A: All changes will be discarded and not applied.