How do I Add Custom Attributes to Tasks?

Updated on September 29, 2020 07:10AM by Admin

In many cases, you would like to add your own custom attributes to Tasks, Events, Call Logs, and Follow-Ups; that is now possible with Apptivo. We give you the ability to customize all apps to your needs. Follow the instructions below to set up custom attributes in Tasks using Master Layout.

Steps to Customize App in Tasks

  • Log in to your account.
  • Navigate to "Tasks" from the left navigation panel of the home dashboard.
Activites

  • Click on the "More(...)" icon and select “Settings” located at the app header bar.
Tasks

  • Select the "Customize App" dropdown and select the "Master Layout" dropdown from the left navigation panel.
Master Layout

  • If you are a standard plan user, then you need to upgrade your account to use this feature. 
Plan Upgrade

  • You can view the custom attributes dashboard with the following fields under the "Palette" tab.
  • Sections: Click on the “One Column” or “Two Column” section to create custom sections.
One Column

  • For Attributes: Drag and drop attributes in sections.
    • Text - Text field for entering text values.
    • Date - Date field for choosing a date.
    • Number - Number field for entering a number.
    • Currency - Currency field for entering currency values.
    • Radio - Radio fields for opting for the values.
    • Dropdown - Drop down the field for choosing a specific value from a list.
    • Link - Link field for entering URL.
    • Text Area - In order to enter the paragraph on the object.
    • Address - Address information.
    • File - File format can be inserted.
    • Spacer - It allows to generate the space between attributes.
    • Function - Function field provides with various functional calculations.
    • Ref App - Ref app provides a reference for various apps.
    • Phone - Add additional phone numbers with this attribute.
    • Email - Add additional emails address with this attribute.
    • Finkey - Finkey field helps in financial accounting.
    • Account - The account field helps in providing a linked account to your contact record with this.
    • Conkey - Conkey field helps in financial accounting.
    • Counter - You can add pre-defined counter values so that the numbers are auto-increased.
  • Drag and drop the necessary attributes in the sections.
Drag and Drop

  • In Master Layout there are another two tabs "Inspector" and "Revision".
  • The Inspector tab allows you to give the details of the selected specific field.
Inspector Tab

  • The Revision tab allows you to view the past changes made in the master layout, and also we can restore that revision.
  • You can also remove the custom attributes by clicking on the "Close" icon.
Revision Tab

  • For Instance: Here, fields such as "Duration Fact" have made into task details. Inspector allows you to change the Attribute name.
  • Click on the Save button to update the changes.
Save

  • You can view the added attributes on the Tasks Overview and Create Tasks page.
Tasks Overview

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