Create Tasks in the Task Editor

Create and Add Custom Fields in the Task Editor

  

Include task-specific custom fields, like “link”, “percent” or “retainer,” in the Task Editor window. Then, you can add the fields you create as columns to your Task Editor. This article will explain both processes.

NOTE: Tasks are often renamed as “Phases” or “To-Dos.”

Create Task-Related Custom Fields

  1. Click My Company...Project List from your navigation bar.
  2. Select a project from your Project List. This will take you to the Project Dashboard for that specific project.
  3. Click on the Tasks tab.
  4. Click Editor.
  5. Click on the trio of dots next to a task, and select Edit Task from the picklist.
  6. Click on the Add/Edit Custom Fields button near the bottom-right of your window. 
  7. Click Add New Field.
  8. Enter the label for the custom field. 

    In the example, we typed “link” because we want users to have the option of adding a website link on the Task Editor.

    If you simply want to label a column with an empty textbox for a user to enter information, then click Save Fields and you can return to your Task Editor window to apply the field (explained in the next section).

    However, you can easily customize your custom field by clicking on the pencil icon. 


    On the topmost field, click the white triangle and a picklist will populate with many options to identify the type of field you’re adding. For our purposes, we’ll select “link.” 



    You can choose to add information to the other fields, like default value. 

  9. Click Save Fields.


    Your window will look like this:


    In this example, you can click on the link to link to the default link you added. 

    Continue adding and/or editing custom fields, and click Save to save your work. 


    Then, see the section below when you’re ready to apply a custom field to your Task Editor window. 

Apply a Custom Field 

  1. Click on the Gear icon on your Task Editor window. 
  2. Scroll to the end of the picklist, and check the box next to the custom field you just created.
  3. Click Apply to apply your custom field as a column to your Task Editor window.
  4. Click the hyperlink Click here to refresh your page to do just that.
  5. Scroll to the far right of your window, and you’ll see the custom field that you added.

    In our example, we added “link” as the label name and it has a default value that populates in the textbox provided. 

Where to Go from Here:

The Project List View 

Task Editor Hotkeys 

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Further Reading

Need more details? Once you understand the basics, the articles below will take you a little deeper.