Enhancing Task Management with Custom Fields in PSA

Overview

Keka PSA allows users to add custom fields at the task level, giving project managers the ability to capture additional information beyond standard fields. This feature supports tailored workflows, improved reporting, and detailed task tracking—ensuring every project can be managed according to its unique requirements.

Accessing Custom Fields Settings

1. Navigate to Policies & Settings in the PSA module.

2. Click on Custom Fields.

3. Select the Task option.

Adding Custom Fields for Tasks

1. In the Task section, click the +Add Fields button.
   
   

2. Define the new custom field by specifying:

   • Field Name – The label for the data you want to capture.

   • Field Type – Choose from options like Text, Date, Number, or Dropdown.

3. If you select a dropdown field, enter the list of available options by typing each item and pressing Enter.

4. Click Add to save the custom field.
   
   

Defining Custom Fields from the Task Grid

You can also create and manage task-level custom fields directly from the task grid within a project. This method helps you tailor fields per project and organize data seamlessly.

To define a custom field from the task grid:

1. Navigate to the Projects tab.

2. Select the Project where you want to add custom task fields.

3. Go to the Tasks section.

4. Click the (+) Add Custom Field icon to create a new field directly within the grid view.
   
   

Viewing Custom Fields

To view or edit custom fields for a task:

1. Go to the Tasks section of your selected project.

2. Click the three-dot menu next to the task.

3. Select View Custom Fields to see or modify the custom fields associated with that task.