Mandatory custom fields: Difference between revisions
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Task, contact, and project fields can be set to '''Required'''. This can be done when editing the object: | Task, contact, and project fields can be set to '''Required'''. This can be done when editing the object: |
Revision as of 12:26, 25 December 2024
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.