Creating custom fields

Creating custom fields is done in the Account management section under Custom fields > Task fields:

Using the button New field:

When creating a field, you can select which set to create it in:

Once you have created the field, you can add it to the required objects, where it will appear as follows: After a field has been created, it will be displayed in the corresponding field set in task templates. In order for a field to appear in a task template, you must move it from its current field set to the desired task panel:

Only after this is done will the field appear in the template and be available for use in tasks created using the template:

Go To

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