Nifty's Custom Fields gives your team an opportunity to specify information about a task. Does this task take place in a specific location? Perhaps you need to formalize a color. How much should we bill the client?
Creating a Custom Field
Business Plan users will be able to create Custom Fields and optionally save them for reuse by Saving to Library, as well as control whether or not they should be visible to Guests with the Hide from Guests checkbox.
Types of Custom Fields
1. Budget: Combining the time tracked on a task with an inputted hourly rate will create the cost of a task. You can run a hidden rate from Guests to know your internal costs while running a client-facing budget at your hourly rate to create billing transparency.
2. Text: Create a Text field to input text data such as names.
3. Dropdown: Creating a dropdown gives an array of options to choose from. Perhaps a color, model, or status.
4. Number: The number field allows you to assign a formal number to a task. This could be the amount of an ordered product, the number of design passes taken, or the weight of a package.
5. Phone Number: Keep a client, prospect, freelancer, or business's number directly on a task.
6. Email: An email relevant to this task can be kept as an Email custom field.
7. Location: Keep a location of this task. Could be the place of an event, or where an order should be shipped to.
8. Currency: Track the value of a deal, or the expenses associated with the task as a currency field. Not that the currency sign and decimal point will be automatically added into this field.
9. Checkbox: Create checkbox options and track selections. This is often used for items that do not change as to not confuse its use case with Subtasks. Examples would be a checklist of requirements for a lead or a checklist of items that need repair.
Reusing Custom Fields
A saved Custom Field can be reused in other tasks by selecting that field from Choose from Library.
Adding Custom Columns to your Task View
Custom columns allow you to add additional columns to your task view by using custom fields. This enables you to organize and formally categorize information that should remain at the forefront of your view. Learn more about task list view here.