Since Tasks and Events are both part of the Activities object, custom fields for them are created at the Activity level. Here's how to do it:
- Go to Setup > Object Manager.
- Look for the Activity label and click on it.
- Click on Fields & Relationships.
- Click on New.
- Define the field properties:some text
- Data Type: Choose the appropriate data type for your field (e.g., Text, Number, Date, etc.).
- Field Label: Enter a clear and descriptive label for users to understand the field's purpose.
- Field Name: Provide a unique name using letters, underscores, and numbers.
- Set other relevant properties like field-level security or validation rules.
- Click Save.
Add the Field to the Task Page Layout
- Go to Setup > Object Manager.
- Select Task.
- Click on Page Layouts.
- Edit the layout you want to use for your tasks.
- From the Fields palette on the left, drag and drop your newly created custom field to the desired section on the task layout.
- Click Save.
By following these steps, you've essentially added a custom field to the Task object.
Note: This field will also be available on the Event object because they share the underlying Activity object structure.