Configure task field properties
Adjust the properties of an individual task field, including basic settings, options, and advanced behaviour, to control how information is captured in a task.
This guide is designed for project manager.
Steps
Step 1: Open field properties for a task field
In the task builder, locate the field you want to edit and open its Field Properties panel so you can configure how the field behaves in your task.
Step 2: Review basic field settings
Use the Basic tab to review the field’s type, label, and other core properties so you understand whether it supports options, validation, or advanced settings.
Step 3: Add selectable options for list fields
For Select or Multi-select fields, enter a new option label and optional value, then add it so that users can choose from the updated list when completing the task.
Step 4: Edit or remove existing options
Adjust the label or value of existing options to better match your workflow, or remove options you no longer need so the field’s choices stay relevant.
Step 5: Configure validation for text, number, and date fields
For text, number, date, or date-time fields, use the validation area to refine what inputs are accepted, helping ensure data is captured in a consistent and usable format.
Step 6: Adjust advanced settings for special field types
For document pickers, file uploads, and option-based fields, open the Advanced tab to fine-tune how files, documents, or selections are handled within the task.
Step 7: Remove a field from the task
When a field is no longer required, use the remove control in the Field Properties header to delete it from the task configuration.
Related Tasks
Last updated: 2026-01-01