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Creating Custom Fields

Table 1. Availability

Free

Professional

Business

Enterprise


Overview

All user types, except for collaborators, can create new custom fields in folders, projects, and spaces unless their access role restricts it. Collaborators can’t create custom fields.

Create and use custom fields to store and track information specific to your work in tasks, folders, projects, or spaces.

Create new custom fields from Table view

  1. Navigate to a folder, project, or space.

  2. Switch to Table view.

  3. Click the + sign that appears on the right side of the table.

  4. Enter a title for your new field and click Create a new field.

    Notice

    If other account users previously created custom fields with a similar name and shared them with you, you’ll see these fields along with their creator’s name above the Create a new field option. Click an existing field to add it to the current folder, project, or space.

  5. Specify field properties in the pop-up window:

    • Edit the field name, if necessary.

    • Choose the field type.

      Notice

      Depending on the custom field type, you may need to specify additional properties not mentioned on this page. Check out Types of custom fields to learn more.

    • Select the default aggregation (available only for numeric type custom fields: Number, Percentage, Currency, and Duration).

    • Select where to apply your custom fields.

    • Designate the users you want to share the custom field with.

  6. Click Create.

Create new custom fields from the custom field management panel

  1. Select a folder, project, or space from the workspace’s left navigation panel.

  2. Open the custom field management panel.

  3. Click +New field.

  4. Enter a title for your new field and click Create a new field.

  5. Specify the field properties in the pop-up window:

    • Edit the field name, if necessary.

    • Choose the field type.

    • Select the default aggregation (available only for numeric type custom fields: Number, Percentage, Currency, and Duration).

    • Select where to apply your custom fields.

    • Designate the users you want to share the custom field with.

  6. Click Create.

After you complete the steps, your custom field will be created and added to the locations you specified.

FAQ

Is there a limit to the number of custom fields I can create?

No, there’s no limit. You can create as many fields as you need.

I don’t see the option to create custom fields. Why not?

It’s probably because you have limited permissions due to your access role for that folder, project, or space. Try creating the field in a different location or ask the person who shared the folder, project, or space with you to update your access role.

Note

Collaborators can’t create new fields.

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