Create "Custom Fields" for punch list items, such as Priority
Overview: custom fields for punch list items
Custom fields add project-specific data to tasks, for example priority, department, or classification, which is used when standard task fields are not enough.
For a saved priority list during project setup, see Create your own priority list.
- Your role must be project Admin.
- You can find the menu at Project settings - Task options - Custom fields.
- This adds fields on all tasks in the project for details, filters, and exports.
How to enable custom fields
- Go to Project settings.
- Select Task options.
- Scroll to the Custom fields section.
- Enable the custom fields you want to use.
Custom field examples - priority list
Video guides
Results: custom fields for punch list items
- Enabled fields appear on all tasks in the project
- Fields can be edited like default task fields
- Fields are available for filtering, sorting, and PDF exports
Troubleshooting: custom fields for punch list items
Problem | Cause | Solution |
|---|---|---|
Cannot see custom fields on tasks | Custom Fields plugin is not enabled for the company | Ask CxPlanner support to activate the plugin, then enable fields in Task options |
Custom fields section missing | Looking outside Task options | Open Project settings - Task options and scroll to Custom fields |
Field not visible in a project | Field not enabled for that project | Enable the field in that project's Task options |
Updated on: 07/26/2026
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