Create "Custom Fields" for punch list items, such as Priority
Custom fields - add any kind of data
Custom fields allow you to add extra data fields to tasks in your project. These fields function like standard fields and can be customized per project. You can define multiple types of custom fields to suit your needs.
When and why to use this
Use custom fields when you need to store additional, project-specific information on tasks that isn't covered by the standard fields.
- Add extra metadata to tasks (e.g., priority level, department, classification).
- Displayed directly on tasks alongside standard fields.
- Configured on a per-project basis by project admins.
- Custom fields can be used for filtering and sorting in overviews.
Guide: How to enable custom fields:
- Go to Project settings.
- Select Task options.
- Scroll down to the Custom fields section.
- Enable the custom fields you want to use.
Different kind of custom fields
You can add the following 4 different types of custom fields:
Field Type | Description |
|---|---|
Text | Free text input |
Number | Only numeric input |
Checkbox | Simple true/false toggle |
Dropdown | Select from predefined options |
Once enabled, the custom fields will be available on all tasks in the project. They appear in task details and can be edited just like default fields.
Custom field examples - Priority list:
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't see custom fields in tasks | Plugin not enabled | Contact CxPlanner support |
Custom fields section is missing | Project settings not updated | Go to Task options in settings |
Field not visible in all tasks | Only shown in relevant project | Make sure it's enabled in that project |
Quick facts
- Requires: Project Admin or higher
- Location: Project Settings → Task Options → Custom Fields
- Affects: Task details, task overview, filters, PDF exports)
Updated on: 07/25/2025
Thank you!