Custom fields in a task
You can find your custom fields in the task card right in the second tab. But first, you need to define the custom fields in the settings, which we show in the video link at the very bottom.
Custom fields in the task database (list)
If you don’t set up a new custom field to be hidden in the table (the task list), you’ll see the values from custom fields all the way on the right.
You can adjust which values are shown by clicking the little gear.
How do you set up custom task fields?
In Settings, go to Task Settings. In that section, click on Custom Fields.
Next, add fields. First, choose the type of custom field (e.g. value, currency, long text, toggle...) and fill in the field name or, if needed, the specific values (in case you choose a selection type field).
We explain the process in detail in this video. The steps are exactly the same as for contacts, you just do the setup in Task Settings.