Custom task fields

With Planfix, you can add various types of additional fields to a task. We call these fields custom fields or user fields. You can use custom fields the same way you use regular fields: you can enter data in them, use them with filters, display them in reports, and more.

Custom fields are one of the most important tools you can use when configuring Planfix. With custom fields, a task can easily be turned into a news item, client request, order, etc. See the articles linked below for more on how to configure and use custom fields.

• The custom field ideology
• Creating custom fields
• Creating and configuring a custom field in a task template
• Types of custom fields
• Access to custom fields
• Displaying custom fields when viewing a task
• Required custom fields
• Sets of custom fields

Useful information

• Data tags and custom fields: what's the difference, and how do I use them?

Go To

• Custom fields
• Types of custom fields
• Tasks
• Feature Description