How to add custom fields in Slateo

A step-by-step guide to defining your own fields, referencing other records, and making sure important data never gets skipped.

Already a Slateo user? Open Account Settings to manage custom fields.

1

Create a new field

Give your field a name and pick a type, text, number, date, yes/no, single-select, multi-select, money, email, phone, or URL.

2

Set up the options, if it needs them

For select and multi-select fields, configure the list of options respondents or team members can choose from.

3

Reference a record instead of typing free text

Point a field at a person, project, customer, or other record directly, so the data stays connected and searchable instead of typed inconsistently each time.

4

Mark it required if it's critical

Set the field as required so a task can't move forward without the information your team depends on.

5

Use it on tasks and other records

Once a field is defined, it's ready to use everywhere it applies, with values you can update or remove at any time.

Want the full feature breakdown first? Visit Custom Fields.

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