How to Customize Navigation, Quick Actions, and Branding in FieldTask

Learn how to customize FieldTask’s navigation, Quick Actions, and Organization branding from one place.

FieldTask allows you to customize several parts of the interface, including the side navigation bar, Quick Actions menu, and Organization branding.

To access these customization options:

• From the left sidebar, go to Settings.
• Select Feature and Navigation.

The Feature and Navigation page contains four sections:

• Navigation
• Quick Actions
• Branding
• Change History

Customize Navigation

The Navigation section allows you to customize the components displayed in the left sidebar.

You can:

• Rename navigation components.
• Move components to change their position.
• Hide components you do not want displayed.

You can move components by dragging them to a different position.

You can also click the three-dot menu beside a component to:

• Rename
• Move Up
• Move Down

Customize Quick Actions

The Quick Actions section allows you to customize the options available in the Quick Actions menu.

You can use the three-dot menu beside a component to:

• Rename
• Move Up
• Move Down

You can also drag components to change their order.

If you do not want an option to appear in the Quick Actions menu, you can also hide it.

Customize Branding

The Branding section allows you to customize the visual branding used in FieldTask.

You can change:

• Wide Logo — The wide logo displayed in the relevant areas of the application.
• Square Icon — The icon displayed on collapsed sidebars, small screens, and the browser tab.

View Change History

The Change History section keeps a record of the changes made to your Feature and Navigation settings.

This allows you to review the history of your navigation, Quick Actions, and branding changes.