Custom Fields

How it works

Standard fields (Task Title, Status, Priority, Due Date) are built-in and cannot be modified. Custom fields are added on top of these and can be configured with their own field type, lock behavior, and access rights.

Step 1: Open Standard Object Fields

1. Go to Settings

2. Select Standard Objects

3. Select Standard Object Fields

4. Click the Tasks tab

Step 2: Add a custom field

1. Click Tasks Custom Field then + Add Field

2. Fill in the field details:

   • Field Label — the display name for the field

   • Field Key — auto-generated from the label, used as the system identifier

   • Field Type — select from: Text, Long Text, Number, Date, True/False, Select, Multi Select, Status, Tag, User, Group, Stage, Related Object, or Related Object (Multiple)

   • Required Field — toggle on if this field must be filled when creating a task

   • Lock Behavior — controls whether the field can be edited when the task is locked (e.g., when a deal is Won)

Step 3: Save the field

Click Save Field to create the custom field.

• Field permissions (view and edit rights) can be configured after creation using the Access Right button on each field

• Standard fields are built-in and cannot be added, removed, or modified