Once you've created a Task Template, you can add custom fields. 

What are custom fields?

Custom fields let you add additional data to tasks in Campaigns and Boards. You can create a field for approval stages, content theme, budget, or anything else that’s important to your workflow, team, and company. This lets individuals have clarity on work happening across their organisation. 

See below, this user has used Task Templates to create a Content Briefing form for their design team. The custom fields they created are New or Updated Asset, Asset Type and the Team Requesting Task. 

We have a variety of Custom Fields available. These are: 

  • Dropdown
  • Text Field
  • Multi Select Dropdown
  • Users
  • Date/Timeframe

Creating a Dropdown Custom Field

A dropdown custom field allows you the user to select only one of the options.

Adding a Dropdown

  1. In the Task Template select + Add
  2. Select Dropdown
  3. Enter the Dropdown Title 
  4. Enter the options that will appear in the dropdown, with one option per line
  5. Select the Default Value (this is the option that will automatically be selected) 

Creating a Multi Select Dropdown Custom Field

A multi select dropdown custom field allows you the user to select as many options as they like. 

  1. Select Multi Select Dropdown
  2. Enter the Dropdown Title 
  3. Enter the options that will appear in the dropdown, with one option per line
  4. Select the Default Value (this is the option that will automatically be selected) 

Creating a Custom Text Field

A text field allows the user to enter whatever text they like. To do this:

  1. Select Text Field
  2. Give it a Title 
  3. You can add default text or leave it blank

Tip: Some users like to use the default text to ask a question or to further explain what it's asking of the user. See in the example below, they're explaining what they mean by Objective.  

Creating a User Custom Field

Sometimes there are people involved in a task, but aren't necessarily the ones responsible for it. While they're attached to the task, they won't be notified of any changes like Task Assignees 

  1. In the Task Template select + Add
  2. Under custom select Users
  3. Enter a title (this might be the team requesting, 
  4. Select the relevant users from the dropdown 
  5. Select Save

Creating a Date/Timeframe custom field

While you can add a Due Date to a Task, sometimes there are other dates or timeframes involved. Such as when a first draft is due. Just be mindful that assignees won't be held accountable or notified of the custom field dates. They're simply an indicator. 

  1. In the Task Template select + Add
  2. Under custom select Date/Timeframe
  3. Enter the relevant dates
  4. Select Save


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