Custom Fields

Custom fields add your own information to members, projects, tasks and assets: a text, a number, a date, a dropdown, a checkbox or colored labels. A field you create appears on every item of its kind in the workspace. Custom fields are on the Plus and Premium plans.

Create a custom field

The Workspace Owner, Executive Managers and Team Managers manage the fields. Each kind of item has its own list, opened with the Custom fields button at the top of People > Members, of Projects and of Tasks.

1. Click Custom fields, then Add custom field.

   

2. Enter the field name and choose its type.

   

3. Click Create.

Each kind of item holds up to 20 fields. A project field that is not a checkbox can be made required with Make this field required; a project cannot then be created without it.

A field can also be created from an item: open a member, project or task and click Create a new field under Custom Fields. The field still applies to every item of that kind.

Label fields

A Label field holds colored labels, such as On track, At risk and Off track, so a value is told apart at a glance wherever the field shows.

1. Choose the type Label and click Add option.
2. Type the option and press Enter. The input stays open for the next option; press Escape when you are done.

   

3. Click an option to rename it, change its color or delete it. Drag an option by its grip to reorder the options.

   

4. Turn on Allow multiple for a field that holds several labels on one item, then click Create.

The Members and Projects tables show an item’s first label and a count for the rest; the reports show up to two. The Members, Projects and report filters select items by label, and exports list the label names.

Order the fields

1. Click Custom fields at the top of the Members, Projects or Tasks page.
2. Drag a field by its grip to its place in the list.

The fields then appear in that order in the table columns and the Columns menu, in the details panel of each item, in the Tasks list and in exports. A new field goes last.

Custom fields for assets

Assets have custom fields of their own. Go to Tools > Assets and create the field while adding an asset, or from the Custom Fields button of the Assets page. The same types are available, Label included.

An asset field applies to every asset type, or to one type only, such as computers. It then appears on every asset of that type in the workspace.

Custom fields in reports

The reports have a Custom Fields filter next to the other filters.

The filter offers the member and project fields; the reports with a Task column, Apps and Websites, Tasks and Billable Hours, offer the task fields too. A text field filters with Contains, any word of the value, or Equals, the exact value. A dropdown or label field filters by its options. Click Apply to see the items that match.