Add Task Custom Fields

To add task custom fields

  1. Open Schedule settings.
  2. Expand Custom Fields and click Task. The Task Custom Fields page is displayed.
  3. Click Add Field. The Add Custom Field page is displayed.

    4. To add schedule custom field dependencies, click Field Dependencies on the Schedule Template Custom Fields page.

  4. In the Select Data Type section, select the radio button beside the data type, and then click Next.
  5. On the Custom Field Details section, enter a name for the custom field in the Field Label field.
  6. Add any of the following optional details:
    • Description: Enter a description of the custom field.
    • Required: Select this check box to make this a required field. Leave clear to make this an optional field.
    • Default Value: Enter a default value for the field.
    • Permission:
      • Admin Edit Only: Select to make this field editable by account administrators only.
      • All Users: Select View to make this custom field visible to all users. Select the Edit check box to allow all users to modify the custom field by entering and editing data.
      • Role Name: If the custom field can be edited by a role, the role will automatically inherit view permissions as well. You can allow all roles to view or edit the custom field by selecting either check box in the 'Role Name' header. However, to specify the roles that are able to view or edit, select the respective check boxes next to the role name.
  7. Click Next.
  8. Review the details of the custom field under the Field Summary and Preview areas.
  9. If changes are required, click Previous to navigate to the appropriate page and make changes.

    10. —Or—

    If details are correct, click Save.

    Click Reorder to change the order that the custom fields display. The Reorder Schedule Template Custom Fields page is displayed. Use the directional arrow buttons to reorder the saved custom fields.