How to Add Custom Fields to Forms and Checklists
Table of Contents
Use the steps below to add custom fields to standard forms and checklists. This allows users the ability to customize pre-built forms and checklists with a custom field.
Steps:
1. Log in to the Task Manager portal, and select “Custom Fields” under the Forms subsection.
2. Select “Create / Edit”
3. Add “Custom Field Name,” select “Field Type” from drop down menu, and select what form or checklist you want to add the custom field to. Select the page where you want the custom field to appear. Then, click “Save.”
