Understanding Task Fields and Customization

Task fields let you control how task details are stored in BoldSales. You can customize these fields to mark important ones as mandatory, hide unnecessary fields, and arrange them in your preferred order in the form. This helps ensure tasks remain consistent, easy to manage, and aligned with your workflow across the application.

Standard task fields

The system provides predefined fields such as:

• Subject – A short description of the task.
• Priority – Indicates importance (High, Medium, Low).
• Owner – The user who is responsible for the task.
• Due date – Specifies the deadline for completing the task.
• Type – Defines the task type (e.g., Follow-up, General).
• Status – Shows the progress of the task.
• Description – Allows additional details about the task.

Creating custom fields is not supported in the Tasks module.

Insight fields in tasks

Insight fields are system-computed, read-only fields that derive their values from related activities, communications, and record events. These fields update automatically based on activity data. These fields cannot be edited or configured. They appear on the task’s details page and help users clearly understand engagement history, prioritize follow-ups, and analyze interactions without entering data manually. These fields may also be available for use in filters, allowing users to segment tasks, create views, and drive automation based on engagement and activity data.

Modified by

Stores the user who last updated the task.

Modified on

Stores the date and time when the task was last updated.

Created on

Stores the date and time when the task was created.

Created by

Stores the user who created the task.

Customizing tasks fields

Fields in tasks can be customized to improve usability and ensure they align with your sales process. While you cannot change their field type after creation, you can modify aspects such as visibility, mandatory status, dynamic behavior, and field order at any time. In addition, system fields cannot be deleted.

Field visibility

When creating a task, the form displays only the fields included in the create form in the fields setup. After you save the task, the details page displays all the fields including those hidden during creation, so you can review or update them later. To include the fields in create form,

1. Go to Setup > Activities > Tasks.
2. Under Form settings, click Edit.
3. Check Show in create form checkbox.
4. Save your changes.

The image below illustrates the Create Form Settings dialog for showing a field in the create form.

Alternatively, you can check the Show in create form option in the field’s details page which you can access by clicking the field name in the field listing page.

The Create form settings apply only to the detailed create form. They do not affect the quick create form, which appears as a popup and is configured by default for faster record creation and cannot be customized.

Required field

To make a field mandatory,

1. Go to Setup > Activities > Tasks.
2. Under Form settings, click Edit.
3. Check Show in create form and Make this field required.
4. Save your changes.

The image below illustrates the Create Form Settings dialog for making a field required.

Alternatively, you can check the Make this field required option in the field details page which you can access by clicking the field name in the field listing page. Note that Show in create form must be checked before that.

Field order

In the create form and in the details page of the task, fields appear in the order you set using the Reorder option on the fields listing page.

Field name

The label shown to users wherever this field is used. It can be edited to make it clear and descriptive.

API name

This name is used to reference the field in the API and other integrations. It cannot be changed.

Field type

The data type (e.g., Single-select dropdown, Date and time) of the field. This determines how the field behaves and what data it can store. It cannot be changed.

Description

To provide a brief explanation or context for this field. This helps users understand the purpose or importance of the field. This description can either be shown below the label or as a tooltip based on whether Display description as tooltip option is checked or not.

Instructions

To provide specific directions or format requirements to guide users in entering information correctly and avoiding errors. This will be displayed below the input field. Example: “Enter date in DD/MM/YYYY format.”

Placeholder text

To provide a short hint about what to enter. This text appears inside the field until the user starts typing. Example: “Enter client name.”

Options

Provides the list of options users can select from when entering data in the field. These options are applicable only for fields with selective field types, such as Single-select dropdown fields (e.g., Status and Type fields).

Dependency between Status and Type fields

The Status field works in coordination with the Type field through Field dependency which ensures that the options shown in the Status field depend on the selected Type.

• Type field acts as the Controlling field. Options may include: General, Follow-up, To-do.
• Status field is the dependent field. Options may include: Open, Not started, Scheduled, In progress, Awaiting response, Postponed, Canceled, Negotiation, Completed, and Closed.

• Above Type options are system-defined. You can add more options or modify them to suit your workflow.
• For Status field, Open and Closed are system-defined status options and cannot be removed. Other status options can be edited, added, reordered, or removed to suit your workflow.

What field dependency does

When you select a Type of the task in the create form or in details page, only the relevant Status options will appear.

For example:
If Type = General, Status will show Open, In progress, and Closed.

Field display and editing configurations

• Show in create form: Check this option to display the field during task creation.
• Make this field required: Check this option to make the field mandatory when creating a task.

Frequently asked questions (FAQs)

Can I create custom fields for tasks?

No. Creating custom fields is not supported in the Tasks module. You can only configure the available standard task fields, such as setting field visibility, marking fields as required, and changing their order in the form.