Custom fields are a powerful tool in Redlist that allows users to display specific information about their maintenance tasks. These custom fields can be applied to all tasks in a user's account, or they can be applied to specific task types. To create custom tasks fields:
Step 1: Click on "Maintenance" then select "PM Programs"
Step 2: Access the Tasks Custom Fields Page
Choose one of the locations where custom fields can be accessed and created:
Location 1: PM Programs
- Select a PM Program and click on the ellipses of any task and click "Edit"
- Click on the "Custom" and then click on "Manage Custom Fields"
Location 2: All PM Tasks
Click on the "All PM Tasks" tab, then click on the ellipses button, and select "Manage Custom Fields"
Step 3: Click on "Create Custom Field"
Step 4: Enter a name for the custom field
Step 5: Indicate whether or not the field is a required field
Step 6: Optional - Select Task Types
If this custom field only needs to apply to specific task types, select the "Show on tasks with selected task types" button. Then add task types that this custom field will be added to.
Step 7: Choose a field type
If "dropdown" is selected, add dropdown options.
Note - the order that the options will be shown in the dropdown can be changed by clicking and dragging the tiles button to the desired position.
Step 8: Click "Create"
Creating custom fields for tasks in Redlist allows users to capture specific information about their tasks, tailored to their unique needs. By adding custom fields, users can track specific details that are not included in the default fields provided by Redlist.