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View Custom Information For A Task
View Custom Information For A Task

How To View Custom Information For A Task In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Overview

You can view your firm's custom information for each task right from the task details page. Custom information is defined in Firm Settings by your firm administrator where they can define certain custom field data types that will apply to all tasks.

How To View Custom Information For A Task

Custom field information can be sorted and exported from the table.

  • Go to the Tasks list page

  • Select a task in the table by clicking the the "..." from the Actions column

  • Click "Quick Edit" or "View Task Details"

  • On the specific task detail's page or modal form, you will see a section "Additional Information" at the bottom of the form

  • You can fill in any of the Additional Information section as desired.

  • Click "Save"

You have successfully saved custom information for your task.

If you have any questions or comments, let us know!

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