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LianaF
Level 1

Custom Fields

Hello!

We are configuring Quickbooks Time and I have a question about custom fields.

We need to collect time from our team members at the task and subtask level.

 

For example...

>>>they will select the project/customer "Smith Remodel"

>>>then they will select from the task list I have created in the estimate function "Phase 1" 

>>>then they will select a subtask from a list of items related to "Phase 1" - for example "Demo Kitchen"

 

I need my team members to not have to wade through ALL the subtasks available across all our projects.

The Tasks are project specific but I don't see how to set up a custom field where I can control the list values based on the project, or ideally, the tasks selected.

 

Thoughts? Is this possible?

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