Build Better Tasks with Custom Fields and Details

A task can be as simple as Book the hotel. Add a date, booking link or confirmation PDF only when it helps you finish that action.

Fields belong to the project. If a detail appears in one project but is missing in another, check Manage Fields in the second project.

1. Add one useful field

Open a task in your project and choose Manage Fields.
Choose the option to customise fields, select a field type, and give it a clear name. For notes, choose Text and name it Notes.
Save the new field, then save the main field setup. Return to the task and fill it in.

Modify fields on iPhone, listing Title, Notes, Due, Priority, Status, Tags, Subtasks, Task Type and Attachments. — Modify fields lists the details available to tasks in this project. Use the + at the top right to add a field.

The field setup guide walks through the full path and explains which fields your project can use.

The field menu offering Text, Date, Location, Tag, Time Tracking and Collaborators. — The + opens the field-type menu. Choose the kind of information the project needs.

2. Keep the instructions and links together

In Notes, write the detail you would otherwise have to remember: Choose a hotel near the station. Paste the hotel’s booking link there too.

Task notes displaying a heading, formatted text, a numbered list and a checklist. — Notes can hold a structured brief: use headings, lists and checklists to make the details easier to scan.

3. Set when and where

Use a Date for Book by Friday. Use a Location for a place that matters to the action, such as the store where you need to collect a travel adapter.

4. Make the next decision easy

These details answer different questions. Start with the one you will actually use.

Detail	The question it answers	Example
Status	Where is the task in the process?	Researching or Booked
Priority	What should I do first?	High
Task Type	What kind of work is this?	Booking
Tags	What else does it relate to?	Travel, Family
Assignee	Who is handling it?	The person booking the hotel

The Editing Status screen, with Planned and Active stages and a plus between them. — Planned and Active are workflow stages. The + adds a stage; the setting below a stage controls whether its tasks are pending or complete.

Tag editor showing named tags with colours and icons and an Add Tags button. — Use Add Tags to create another label. Names and icons help distinguish tags as well as colour.

5. Attach what you need to finish

Open Attachments (called Assets in the screenshot) and add the supporting file. For the hotel task, that might be a confirmation PDF or a screenshot of the check-in instructions.

You are ready when someone can open Book the hotel and see the deadline, booking link and next action without asking you. Everything else can wait.

Explore all 17 related features

Browse the related features below for more detail.

Project-specific fields

Choose the details that appear in each project.

Open the related guide

Notes

Keep supporting text and context with a task.

Links

Keep tappable web links beside the work.

Date fields

Add dates and times to tasks.

Multiple date fields

Use more than one date field when a workflow needs it.

Location fields

Attach a useful place to a task.

Multiple location fields

Keep more than one location field in a project.

File attachments

Keep files with the task they support.

Images

Add, preview, reorder and remove task images.

PDF attachments

Add and preview PDFs inside a task.

Custom statuses

Define the stages that make sense for each project.

Open the related guide

Custom completion status

Choose which project status means the task is complete.

Priorities

Mark which work needs attention first.

Task types

Create project-specific kinds of work.

Assignees

Show who owns a task in a shared project.

Field placement controls

Choose where supported fields appear during creation and in lists.