You can extend tasks in a project with your own set of custom fields. You can use custom fields for various purposes such as keeping track of estimated hours, setting priorities, adding customer names, ...
Note that custom fields are always local to a single project. When you add custom fields to a project, these custom fields will be added to all tasks inside that project, but not to tasks in other projects. If you want to use the same set of custom fields in several projects, you can create your own custom project template to do so.
Add custom fields
To add custom fields to a project, you can do the following:
- Navigate to a project
- Click the Custom fields button in the toolbar at the top of the page
- Click the Add your first field button to add a new custom field
A custom field always has a name (e.g., Priority, Customer name, Estimated hours, ...) and optionally a description that briefly explains the purpose of the custom field.
Tasks in a Box supports different types of fields:
- Choice field. Use this field to allow users make a selection from a list of pre-defined choices. You can enter the list of choices when defining this field.
- Date field. Use this field to allow users to select a date or date & time value. You can configure whether time should be included.
- Number field. Use this field to allow users to enter a number value. You can configure the number of decimal places that are allowed when entering a number value.
- Text field. Use this field to allow users to enter a text value.
- Toggle field. Use this field to allow users to enter a yes/no value.
Manage custom fields
You can manage the configuration of each of your custom fields:
- Select the More options button that you find at the end of each custom field
- Click Edit field in the dropdown menu
You can also change the order of your custom fields by using drag & drop. The order of the custom fields determines the order in which the custom fields are displayed on the task details pane.
Delete custom fields
You can delete a custom field as follows:
- Select the More options button that you find at the end of each custom field
- Click Delete field in the dropdown menu
When you delete a custom field, all data that is stored in this custom field will be lost.
Work with custom fields
Once you have added custom fields to a project, users are able to fill in and view those custom fields on the task details pane of tasks inside that project. Custom fields are displayed in a separate section on the task details pane.
Custom fields can also be displayed in the grid view as additional columns. You can do the following to add your custom fields to the grid view:
- Make sure you switch your task list to the grid view using the view selector
- Click the gear icon at the end of the grid header
- Toggle the fields you would like to include in your grid view. Use drag & drop to change the order of the fields.
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