Custom Task Fields

Custom task fields allow you to adapt tasks to your company’s workflows and collect exactly the data you need.

Default Task Fields

When a company is created, the system includes the following default fields:

• Task title 
• Task description 

These fields are mandatory and cannot be removed.

How to open custom task fields

Custom field settings

Field Sorting
Defines the order in which fields are displayed inside a task.

Title
The field name shown in the interface.

Field Name
The system name used for API data transfer.

Field Type
Available field types:

• Text 
• Number 
• Checkbox 
• Drop-down list 
• Multi-select dropdown list 
• Date 
• Date range 
• Text field 
• phone 
• E-mail 

Field Options

• Allow search — allows tasks to be searched by this field 
• Mandatory — makes the field required 
• Show in task list — displays the field in the task list 

Actions
Actions available for the field, including deleting it.

Adding a new custom field

⚠️ If you do not click Save, the changes will not be applied.

Important notes

• Changes to custom fields apply only to new tasks. 
• Existing tasks are not updated automatically. 

FAQ — Custom Task Fields

Q: How many custom fields can be created?
A: There are no limits. You can create an unlimited number of custom task fields.

Q: Can I delete a custom field?
A: Yes, custom fields can be deleted from the Custom Task Fields section.

Q: Can a custom field be required?
A: Yes, enable the Mandatory option.

Q: Can tasks be searched using custom fields?
A: Yes, if Allow search is enabled.

Q: Do changes apply to existing tasks?
A: No, changes apply only to newly created tasks.

Q: What happens if I don’t click Save?
A: All changes will be discarded and not applied.