Edit or Delete Custom Fields in the Task Editor
- Click on the row of dots next to a task name, and select Edit Task from the picklist.
- Click Add/Edit Custom Fields.
Now you’ve got two options: make a change to the existing custom field or delete it.
If you want to delete the field, click on the Trash Can icon. A window will populate confirming your choice to delete the field. Click “yes” to delete it.
Click Save Fields to save your change.
Then, click Save Fields. - However, if you want to edit a custom field, then click on the pencil icon.
A small window with picklist options will populate.
This where you make your changes. Let’s start at the top:
Field type - change the type of field. We currently have a “link” custom field, but can change it to a number of different selections such as currency, percent, or date.
Default value - add or edit a default value. The value you enter will automatically populate in the field when this field is added to your Task Editor window.
Types - this refers to the types you’ve set up, such as sales or internal.
In the example below, we edited the custom field to show a percentage.
- Click close to close this picklist of options.
Since we changed the custom field type and value, we’ll also update the custom field label.
- Click Save Fields to save your changes.
- Click Save.
Since we changed the custom field label, we need to add that new label to our Task Editor window. - Click on the gear icon and select the newly edited custom field from the list that populates. It’ll show up under the “custom fields” label.
- Click Apply.
- Refresh your page.
You’ve created custom fields in your Task Editor, and now need to make a change or two. Or you may want to delete the custom field all together. This article will show you both option
NOTE: This article assumes that you’ve created a custom field in your Task Editor.
First, get to your Task Editor. Then, follow the steps below whether you want to edit or delete a custom field.
- Click on the row of dots next to a task name, and select Edit Task from the picklist.
- Click Add/Edit Custom Fields.
Now you’ve got two options: make a change to the existing custom field or delete it.
If you want to delete the field, click on the Trash Can icon. A window will populate confirming your choice to delete the field. Click “yes” to delete it.
Click Save Fields to save your change.
Then, click Save Fields. - However, if you want to edit a custom field, then click on the pencil icon.
A small window with picklist options will populate.
This where you make your changes. Let’s start at the top:
Field type - change the type of field. We currently have a “link” custom field, but can change it to a number of different selections such as currency, percent, or date.
Default value - add or edit a default value. The value you enter will automatically populate in the field when this field is added to your Task Editor window.
Types - this refers to the types you’ve set up, such as sales or internal.
In the example below, we edited the custom field to show a percentage. - Click close to close this picklist of options.
Since we changed the custom field type and value, we’ll also update the custom field label. - Click Save Fields to save your changes.
- Click Save.
Since we changed custom field label, we need to add that new label to our Task Editor window. - Click on the gear icon and select the newly edited custom field from the list that populates. It’ll show up under the “custom fields” label.
- Click Apply.
- Refresh your page.
Where to Go from Here:
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