Enhancing Task Management with Custom Fields in PSA

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. With custom fields, project managers can add specific data points that aren't part of the standard PSA setup, ensuring tasks are managed according to the unique needs of each project. This flexibility streamlines task tracking, reporting, and project workflows, offering more control over project data.

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.

To discover how to control the visibility of custom fields, please click here: Controlling Which Custom Fields Are Visible