Who can use this feature?
- All roles with access level "high"
- Available on all plans
Custom fields allow your teams to track and aggregate custom metadata on the notes and tasks objects.
Add a custom note field
New note fields automatically appear at the top of all notes, ordered alphabetically.
Note fields for "Categories" and "Additional Contacts" are system defaults and always ordered first.
- From Settings, click Object Configuration.
- Click the Notes object.
- Click Add Field.
- In the new note field window, choose the following:
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Input type: Choose how this field will be displayed (e.g., text, text area, text area long, rich text area, integer, decimal, picklist (single or multi), date and time, true/false, percent, date, Catalyst user reference).
Example use cases:- Meeting sentiment: Good, Neutral, Bad (picklist)
- Meeting date (date and time)
- Internal attendees (user reference)
- Escalation (true/false)
- Document link (text)
- Display name: Choose a unique name. Note fields are ordered alphabetically. Optionally use numbers to specify display order.
- Description: Provide guidance on how this field should be used (e.g., recommended naming conventions or special instructions). Descriptions are available when you hover over the field when editing a note.
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Input type: Choose how this field will be displayed (e.g., text, text area, text area long, rich text area, integer, decimal, picklist (single or multi), date and time, true/false, percent, date, Catalyst user reference).
- Click Create.
The note field is automatically added to the blank note and any note templates.
Custom note fields are also available within notes segments (filters and columns), including the ability to edit field values. You can also display notes segments in dashboards on your home and account pages (segment modules), including snapshot views that display aggregate note values (e.g., total hours).
Add a custom task field
New task fields automatically appear at the top of all tasks, ordered alphabetically.
Task fields for "Priority" and "Categories" are system defaults and always ordered first.
- From Settings, click Object Configuration.
- Click the Tasks object.
- Click Add Field.
- In the new task field window, choose the following:
-
Input type: Choose how this field will be displayed (e.g., text, text area, text area long, rich text area, integer, decimal, picklist (single or multi), date and time, true/false, percent, date, Catalyst user reference).
Example use cases:- Type: Training, Configuration, Change Management, Expansion (multi-picklist)
- Task status: On-track, Off-track, At risk (picklist)
- Internal support (user reference)
- Document link (text)
- Display name: Choose a unique name. Task fields are ordered alphabetically. Optionally use numbers to specify display order.
- Description: Provide guidance on how this field should be used (e.g., recommended naming conventions or special instructions). Descriptions are available when you hover over the field when editing a task.
-
Input type: Choose how this field will be displayed (e.g., text, text area, text area long, rich text area, integer, decimal, picklist (single or multi), date and time, true/false, percent, date, Catalyst user reference).
- Click Create.
The task field is automatically added to the blank task and any task templates.
Custom task fields are also available within task segments (filters and columns), including the ability to edit field values. You can also display task segments in dashboards on your home and account pages (segment modules), including snapshot views that display aggregate task values.