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 ➕ button next to the last column (you may need to scroll right).
(method#1) Choose one of the available presets.
(method #2) Choose Single select to add a custom column.
💡 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 ➕ next to a task.
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:
⚙️ Preset | 🔤 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.
🔢 Number | 💵 Currency | ⚛️ 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.
Click the ··· three dots next to a column name.
Choose ✏️ Edit Field from the list.
Edit the field name and available options.
😊 Helpful Links
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