Custom fields

Firm owners and admins use Custom Fields to add extra fields to Tasks and Invoice records when the default fields do not capture everything the firm needs.

Employees with custom-field access can also use this guide; see Permissions and Visibility if Custom Fields, Tasks, or Invoice is hidden under Customization.

Set up custom fields

1. Open Settings.
2. Open Customization.
3. Select Custom Fields.
4. Open Tasks or Invoice.

Today, custom fields are only available for Tasks and Invoice. Custom fields for clients, employees, contracts, and service templates are not active.

Add a custom field

1. On the Tasks or Invoice custom-field list, select Add (the plus icon).
2. Choose the Field Type. The visible choices are Text, Textarea, Date, Time, Datetime, Option Button, Dropdown, Number, Email, and Password.
3. Enter the Title.
4. Add a Description and Placeholder if you want guidance for the people filling in the field.
5. Set the Default Value if a starting value makes sense.
6. For Text, Textarea, Number, Email, and Password, set Min Length and Max Length if you need to enforce limits.
7. For Option Button and Dropdown, add the option values your team should pick from.
8. For Date, Time, and Datetime, set the format and the allowed minimum or maximum dates.
9. Turn Required on if the field must be filled before the record can be saved.
10. Select Add.

The list shows existing custom fields with field type, title, description, default value, required, and visible. Use the row to open a custom field, update it, or delete it.

Where custom fields appear

Custom fields you create here appear inside the form that matches the record you chose:

• Fields added under Tasks appear on the task form when you add or edit a task.
• Fields added under Invoice appear on the invoice form when you add or edit an invoice.

The form renders only visible fields, in the saved order, alongside the standard task or invoice fields. Saved values stay attached to the task or invoice.

Custom fields vs custom forms

Custom forms and Custom fields solve different problems and live in different places.

• Custom forms are structured questionnaires that get attached to a client, task, or service template. Use them when you need a standalone form with its own questions, file uploads, and saved answers.
• Custom fields are extra fields added directly to the Tasks or Invoice record. Use them when a single extra value belongs on the task or invoice itself.

If the firm needs both, set up custom forms for the structured intake and custom fields for the values that should live on the task or invoice record.

Missing controls

If Custom Fields, Tasks, Invoice, Add, edit, or delete is missing, ask an administrator to review your access in Permissions and Visibility.

Related guides

• Settings explains how Customization fits with other firm settings.
• Custom forms covers structured questionnaires attached to client and task records.