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Custom Fields

Add granularity to your projects with universal custom fields.

Updated yesterday

What Are Custom Fields?

Custom fields are data fields that allow you to add specific information to your tasks and projects. With custom fields, you can categorize, prioritize, and track the progress of tasks in a way that makes sense for your team and project goals.


Add Custom Fields (Table View)

  • Click the βž• button next to the last column (you may need to scroll right).
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    • (method#1) Choose one of the available presets.
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    • (method #2) Choose Single select to add a custom column.

πŸ’‘ Note: The custom fields you add in the Table view will be visible in other views within the project. You can also add them at any time using Add-Ons.


Add Custom Fields (All Views)

Custom views are part of the task Add-Ons menu. You can add them to any task within your projects across all project views. Here's how it works:

  • Open a project and click βž• next to a task.
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  • Chose one of the custom field options at the bottom.


Add a Single Select Field

The Single select option allows you to create custom fields.

Not sure where to start? Here are a few ideas:

βš™οΈ Preset

πŸ”€ Description

Project Phase

Mark the phase of the project.

Milestone

Signify project checkpoints.

Client

Associate tasks with specific clients.

Location

Specifies the location for tasks.

Cost

Lists the budget or actual cost.


Add a Number Field

The Number option lets you to handle custom data in three formats.

πŸ”’ Number

πŸ’΅ Currency

βš›οΈ Unit

Add and work with plain numbers, perfect for quantifications, numerical records, or data analysis.

Add currency values, perfect for financial tracking, budgeting, and cost-related projects.

Represent your data in percentages, perfect for tracking completion rates and performance metrics.


Text Field

The Text option allows you to write short-texts within each row.


Edit Custom Fields

  • Enable the Table view.
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  • Click the Β·Β·Β· three dots next to a column name.
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  • Choose ✏️ Edit Field from the list.
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  • Edit the field name and available options.


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