Add a custom task field in a proposal
You can create up to 100 custom task fields for your proposal.
- In the Configuration proposal settings, go to Custom Task Fields and click
.
- Click Add Custom Task Field.
- Enter a name for the task field.
- Enter the type of data it will accept.
- Select the sort order of the field's values. You can list them in ascending order either alphabetically or numerically.
- Select Required if the field must contain a valid value in every task. When users see your field, an asterisk * indicates that the field is required and cannot be blank.
- 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.