Overview
This article contains an example of a custom field that you can create for tasks.
You can add as many custom fields to a type, as required.
For more information, see Create custom fields.
Example
Following is an example of a task custom field, named Priority. You can use it if you need to assign priorities to your tasks:
To define the custom Task field and assign it to a type, perform the following:
At the bottom of the navigation pane, click Settings.
Under the System section, click Custom fields.
Click on the button Create custom field .
In Label, enter the name of the custom field that will appear in the UI.
In this case in the Label field we will type in Priority
In Apply to, select where to add this custom field.
In this case we will select Apply to: Tasks
In Type, select the type of the field you would like to use.
In this case we will select the Type: Drop-down menu.
NOTE: Once the custom field "Type" is saved, the type cannot be changed.
Next click on "Add an option" and create 3 options with your desired color to indicate the priorities of the task, as High, Medium, or Low.
In Description, enter some informative text. This text will be displayed in the table with custom fields and will give additional information to the users that have permissions to manage custom fields. For this description we will write Priority of the tasks.
In Tooltip, This text will be displayed in the UI and will help the user to fill out the field.
We will write Set the priority of this task.
Click Create custom field.
Now when creating a task within an objective or in the tasks section of Quantive Results, the user will now see the created "Priority" custom field for tasks at the bottom of the create task page. They can then mark the task as High, Medium or Low priority.
For more information on creating custom fields view the help video below for creating custom fields for objectives, key results, key result updates, tasks, or users and teams.
Create custom fields