Introduction
In today’s fast-paced work environment, personalization and flexibility in task management are crucial for productivity. To address this, Keka has introduced the ability for users to add custom fields at the task level in the PSA (Professional Services Automation) module. This feature provides more control over task management, allowing users to track additional information and customize their workflows to meet specific needs.
Purpose of Task-Level Custom Fields
The primary purpose of task-level custom fields is to give users the ability to define and store additional information relevant to specific tasks. This flexibility is particularly useful when working on projects that require more than just standard task attributes such as deadlines and status. It enables teams to capture unique data points tailored to the nature of their tasks, facilitating better tracking, reporting, and overall management.
Benefits of Task-Level Custom Fields
- Customization: Users can define fields that are specific to their business needs, ensuring more relevant data capture.
- Improved Tracking: With additional fields, it's easier to track specific details, leading to more comprehensive task management.
- Efficiency: Custom fields reduce the need for external tools or spreadsheets to manage extra data, keeping everything within one platform.
- Enhanced Reporting: By capturing custom data points, users can generate more detailed reports that provide valuable insights into task performance and project progress.
- Better Collaboration: Custom fields allow teams to see all relevant task information at a glance, improving communication and decision-making.
Step-by-Step Guide to Adding Custom Fields at the Task Level
Here’s how users can start using this feature:
1. Accessing Custom Fields Settings
To begin adding custom fields, navigate to Policies & Settings in your PSA module, then click on Custom Fields and select Task.
2. Adding Custom Fields
Once you're in the task section, click on the + Add Fields button. This will allow you to define new fields for your tasks. You can specify the type of data you want to capture in these fields, such as text, date, number, or dropdown options.
Defining Custom Fields from the Grid
Users can directly add and manage custom fields at the task level from the task grid. This ensures that each task can have its own tailored set of attributes, enhancing how information is organized and tracked.
To add a custom field, navigate to the Projects tab and select the project where you want to add the field. Then, go to the Tasks section, where you will find the (+) option to add your custom field.
Viewing Custom Fields
To view the custom fields after they’ve been added, go to the task's menu and select the View Custom Fields option from the three-dot menu. This allows you to check or modify the custom fields associated with each task quickly.
Conclusion
The ability to add custom fields at the task level in Keka's PSA is a game-changer for teams looking to enhance task management. With increased flexibility, improved data capture, and the ability to customize workflows, this feature helps organizations better align their tasks with their unique needs. It simplifies reporting, boosts efficiency, and provides teams with all the tools they need to stay organized and productive.
To discover how to control the visibility of custom fields, please click here: Controlling Which Custom Fields Are Visible