Create and Add Custom Fields in the Task Editor

Edit or Delete Custom Fields in the Task Editor

  
  1. Click on the row of dots next to a task name, and select Edit Task from the picklist.
  2. 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.

  3. 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.

  4. 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.



  5. Click Save Fields to save your changes.
  6.  Click Save.


    Since we changed the custom field label, we need to add that new label to our Task Editor window.

  7. 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.



  8. Click Apply.
  9. 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.

  1. Click on the row of dots next to a task name, and select Edit Task from the picklist.
  2. 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.

  3. 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.

  4. 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.



  5. Click Save Fields to save your changes.
  6.  Click Save.


    Since we changed custom field label, we need to add that new label to our Task Editor window.

  7. 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.



  8. Click Apply.
  9. Refresh your page.

Where to Go from Here:

Task Editor Hotkeys

Task Editor FAQ

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