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Configure task input fields

Use the task field palette to add different types of input fields to a task so assignees can provide the right information.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the task field palette​

Open the task builder and locate the field palette panel, which lists available field types such as Text, Number, Toggle, Date, Date & Time, Dropdown, Multi-Select, Document and Project.

Open the task field palette

Step 2: Review available field types and their descriptions​

Hover over or read each field type in the palette to understand its label and description, for example using a Text field for single-line text, Number for numeric values, Toggle for Yes/No switches, and Date or Date & Time for scheduling information.

Review available field types and their descriptions

Step 3: Add selection fields for predefined choices​

Choose Dropdown when you want users to make a single selection from a list of options, or Multi-Select when they should be able to select multiple options, and add these fields to your task layout.

Add selection fields for predefined choices

Step 4: Add document and project picker fields​

Use the Document field to let users pick an existing document, and the Project field to let them select an existing project to associate with the task.

Add document and project picker fields

Step 5: Save your task configuration​

Once you have added all required fields from the palette, save or apply your changes so that the configured fields appear whenever this task is used.

Save your task configuration

Last updated: 2026-01-01