Control where custom fields appear within task lists.
Custom fields can be added to any object in TermSheet, and tasks are no exception. Control which tasks have custom fields enabled using the 👁️🗨️ icon within the task details.
🔒 Permissions
💡Things to Consider
Before adding a custom field to a task, first create the custom field in Settings.
Learn to create custom fields in Settings: Add or Edit Custom Fields
Consider adding/removing custom fields within "Task Templates" in Settings so that the custom field selections carry over any time a new task is created from that template.
Custom Fields apply to Task Items but cannot be applied to Key Dates or Sections.
Custom Fields cannot be managed from the Aggregated Task List.
⚙️Steps
- Navigate to a Global or Deal Level Task.
- Select any task item.
- Scroll to find "Custom Fields"
- Select the 👁️🗨️ icon, then use the checkbox to select/deselect the custom field.
