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Important and optional task fields

Task fields determine how the task appears in lists, reports, calendars, time tracking, billing, and workflows.

What you can do​

  • Important fields often include project, labor category, client, rate schedule, assignee, start date, due date, and estimated time.
  • Optional fields may include priority, percent complete, parent task, previous tasks, reminders, repeating settings, linked objects, and custom properties.
  • Financial or billing fields may appear depending on configuration and permissions.
  • Custom properties allow each organization to capture additional task information.

Environmental consulting example​

A sampling task may use a custom property to capture sample media, matrix, monitoring well, or permit reference.