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How do I create Custom Fields so I can label/tag my jobs?

How do I create Custom Fields so I can label/tag my jobs?

Michael O'Riley avatar
Written by Michael O'Riley
Updated over 3 years ago

On a Job you can create Custom Fields to allow you to easily label or tag a job i.e. you may want to group together all your large website build or rebrand jobs.

Go to Jobs > chose the Job you want to tag > Custom

Setup custom fields

Go to Setup > System Setup > Jobs > Custom Fields

Click in the Field Name column and type in a name for that Custom Field

Click the drop down arrow in the Values For List field and click Edit

You can then edit this field by adding a list of items. Once finished click OK.

There are 15 customisable fields in total; once you've customised the fields they'll be available to use in the Job Custom area and can be searched from within any job by clicking on the 'Find' button.

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