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Built-in fields in every unit and in the Tasks unit
Every new unit starts with four fields: Name, Status, Description and Tag. The Tasks unit has a set of its own. Here’s what you can change in them.
System fields
System fields can’t be deleted, their internal name or type can’t change, and they can’t be deactivated. You can edit their labels and options.
Name, Status, Tag and the assignee show in the record’s header, so they don’t go into groups.
The Tasks unit
Field
Type and options
Name
Text
Description
Long text
Priority
Priority: Urgent, High, Normal, Low
Status
Status: To Do, In Progress, Done, Blocked
Task Type
A tag list of the Tasks unit’s own: Call, Email, Meeting, Follow Up, Document, Other
Start Date and Due Date
Date
Completed At
Date and time
The Tasks unit is the home of the workspace’s shared tag list, so the Tag field shows in it next to Task Type. Task Type is a separate list that doesn’t show in other units. See Add tasks to a record and follow them in My Tasks.
Fields that show when you connect channels and ads
You may also see Source, Session Name, Provider ID, and ad fields on the Leads and Contacts units: Ad Campaign, Ad Set, Ad, Lead Form.
At a glance
Field
Type
What you can do
Name
The record’s title everywhere. Only change its label.
Status
Its options: To Do, In Progress, Postponed, Completed, Cancelled. Add, edit and color them, and set transition rules.
Description
A formatted notes field.
Tag
One list for the whole workspace. See Manage one tag list for all your records, chats and email.
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