Required custom fields

From Planfix
Jump to: navigation, search

Task, contact, and project fields can be set to Required. This can be done when editing the object:


We find the desired field in the left-hand panel and open its settings by clicking the three dots. Then we click the checkbox next to Required:


When creating or editing a task, project, or contact, required fields will be marked with a red asterisk:


You won't be able to save the task, project, or contact without entering a value for these fields.

Required system fields

  • As of April 2019, system fields in tasks, projects, and contacts can also be required fields.
  • The steps for making a system field required are the same as for a custom field.

Go To