Add a custom task field to a proposal

You can create up to 100 custom task fields for your proposal.

  1. In the proposal's Configuration settings, go to Custom Task Fields and click .
  2. Click Add Custom Task Field.
  3. Enter a name for the task field.
  4. Enter the type of data it will accept.
  5. Enter the sort order of the field's values. You can list them in ascending order either alphabetically or numerically.
  6. Select Required if the field must contain a valid value in every task. When users see your field in a task, an asterisk * will indicate that the field is required and cannot be blank.
  7. Click Create.
Create all required custom task fields before any work starts in the proposal. Custom task fields can't be required if the proposal already has tasks.

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