Note: | This feature is only available to administrators. |
To categorize information for easier filtering and searching, you can create and assign custom attributes to templates, schedules, task types, and tasks. For example, you can filter a task list to include only tasks with a specific custom attribute.
You can specify different value types for custom attributes: Date, Date and Time, List, Number, Text, and True/False. For example, you can define a custom attribute named External Auditing with a value type of True or False. When you assign the External Auditing attribute to an item, you can set it to True for tasks required by external auditors.
If you select the List type, you can define a pick list of values. For example, you can define a List attribute named Sales Region with North, South, East, and West as the value list.
You can create, edit, and delete custom attributes.
