Adding custom fields to the task status and priority

Adding custom fields to the task status and priority

Overview 

Add more options to the status and priority fields for the tasks within a board. 

Who can add these custom options?

Only the admin of the board can add more options and edit the default options.

How to add more fields?

  1. Click Tasks from the menu in the left.
  2. Open the board you'd like to add the options to.
  3. Click the ellipses menu in the top-right corner of the board and select Settings from the dropdown.
  4. Open the Custom Fields tab.
  5. Select Status/Priority in the left and click the Add status/Add priority button.

  1. While adding the new fields in the status, map them to the existing default fields. (This mapping is done to avoid the loss of data.)
  2. Once done, click Save.
  3. You can edit all the status and priority options by clicking the ellipses in the right, next to the respective field and selecting Edit from the dropdown.

What happens when new fields are added?

The new fields will be available under the status/priority for all tasks in the board. 

How to delete fields?

  1. Click Tasks from the menu in the left.
  2. Open the board you'd like to remove options from.
  3. Click the ellipses menu in the top-right corner of the board and select Settings from the dropdown.
  4. Open the Custom Fields tab and select Status or Priority in the left.
  5.  Click the ellipses in the right, next to the respective field and select Delete from the dropdown.

  1. Select any of the existing fields to replace the deleted field in the tasks within the board.
  2. Confirm to remove the field permanently.

Adding custom status and priority is available only in Zoho Connect's enterprise plan.

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