What Are Custom Fields?
Custom fields in Taskade are data fields that allow you to add specific information to your tasks and projects. With custom fields, you can categorize, prioritize, and track the progress of tasks in a way that makes sense for your project goals.
💡 Note: New to Taskade? Master the basics of the Table view first.
Add Custom Fields
(method 1): Table Views
Click the ➕ button next to the last column (you may need to scroll right).
(method#1) Choose one of the available presets.
(method #2) Choose Single select to add a custom column.
💡 Note: The custom fields you add in the Table view will be visible in other views within the project. You can also add them at any time using Add-Ons.
(method 2): All Views
Custom views are part of the task Add-Ons menu. You can add them to any task within your projects across all project views. Here's how it works:
Open a project and click ➕ next to a task.
Chose one of the custom field options at the bottom.
Single Select Custom Field
The Single select option allows you to create custom fields.
Not sure where to start? Here are a few ideas:
⚙️ Preset | 🔤 Description |
Project Phase | Mark the phase of the project. |
Milestone | Signify project checkpoints. |
Client | Associate tasks with specific clients. |
Location | Specifies the location for tasks. |
Cost | Lists the budget or actual cost. |
Number Custom Field
The Number option lets you to handle custom data in three formats.
🔢 Number | 💵 Currency | ⚛️ Unit |
Add and work with plain numbers, perfect for quantifications, numerical records, or data analysis. | Add currency values, perfect for financial tracking, budgeting, and cost-related projects. | Represent your data in percentages, perfect for tracking completion rates and performance metrics. |
Text Custom Field
The Text option allows you to write short-texts within each row.
Edit Custom Fields
Enable the Table view.
Click the ··· three dots next to a column name.
Choose ✏️ Edit Field from the list.
Edit the field name and available options.
Custom Fields Triggers
Kickstart your automations with custom fields automation triggers.
💡 Note: Visit our guide to custom fields actions to learn more.
Go to the Automations tab in your workspace or folder.
Click ➕ Add automation
(method 1) Select an existing automation.
(method 2) Create a new automation flow.
Click ➕ Add Trigger and choose one of the custom fields triggers.
Custom Fields Actions
Automate tasks and projects with custom fields automation actions.
💡 Note: Visit our guide to custom fields actions to learn more.
Go to the Automations tab in your workspace or folder.
Click ➕ Add automation
(method 1) Select an existing automation.
(method 2) Create a new automation flow.
Click ➕ Add Action and choose one of the custom fields actions.
😊 Helpful Links
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Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
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