Adding Custom Fields to Projects and Tasks

Overview:
Customize your project or task workflow by adding extra fields such as “Client Priority,” “Internal Code,” or “Approval Status.”

Steps:

1. Go to Settings → Custom Fields.

2. Click Add Custom Field → Select Projects or Tasks.

3. Choose your input type (text, dropdown, number, etc.).

4. Configure whether it is required or visible only to Admins.

5. Save and test it by creating a new project/task.

Tips & Best Practices:

• Add dropdowns for status or tag-based fields.

• Use number fields for estimated hours, budget, or KPI tracking.

Troubleshooting / FAQs:

• Field not showing? Double-check the assigned module.

• Field shows for wrong users? Review visibility permissions when creating the field.