Custom Fields

Definition: Custom Fields in Taskade are structured attributes within the project editor that attach to individual nodes and tasks, enabling you to capture business-specific metadata, create advanced filtering and sorting capabilities, and power intelligent automations and AI agent workflows.

Field Types and Capabilities

Status Fields: Create custom status workflows with color-coded options for project stages, approval processes, or completion states
Priority Fields: Multi-level priority systems with custom labels and automation triggers for task management
Tag Fields: Organized tagging systems with predefined categories for consistent project organization
Date Fields: Custom date tracking for deadlines, milestones, review dates, or any time-based project elements
Number Fields: Quantitative data like budgets, scores, quantities, or any numeric project metrics
Owner Fields: Team member assignment with workload tracking and automated task distribution
Text Fields: Free-form text for notes, descriptions, or any custom textual information
Select Fields: Dropdown menus with predefined options for consistent data entry

Business Applications

Project Management: Track project phases, budgets, resources, and stakeholders with custom field structures
CRM Integration: Customer information, deal stages, contact details, and relationship management
Inventory Systems: Product details, stock levels, suppliers, and reorder information
Content Management: Publication status, review dates, content categories, and approval workflows
Team Coordination: Skill tracking, availability, capacity planning, and resource allocation

Automation and AI Integration

Trigger Conditions: Use custom field values to trigger automations when specific conditions are met
AI Agent Context: Custom fields provide structured context for AI agents to make informed decisions
Filtering and Views: Create dynamic project views based on custom field values and combinations
Reporting and Analytics: Generate insights and reports using custom field data across projects
Workflow Logic: Build complex business logic using custom field states and transitions

Advanced Field Features

Field Dependencies: Configure fields to show/hide or change based on other field values
Validation Rules: Ensure data quality with required fields, format validation, and constraint checking
Calculated Fields: Automatically compute values based on other fields or project data
Field Templates: Save and reuse custom field configurations across similar projects
Bulk Operations: Update multiple items simultaneously using custom field criteria

Getting Started: Add custom fields to any project through the project settings, configure field types and options, then use them for organization, automation triggers, and AI agent context.

Related Concepts: Projects, Tasks, Automation