Required 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:
   
   


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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:
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''':


   
   

Revision as of 18:59, 25 May 2020

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


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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:


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


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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.


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