# Custom Fields Custom fields in SmartTask help you capture additional data points that matter most to your team—whether it's work stage, client billing info, deal value or anything custom to your workflow. With these fields, teams gain clarity across tasks and projects, and leaders can report, filter, and automate with ease. You can view and update custom fields directly within the task or as columns in your project list view. {% embed url="" %} ## Adding Custom Fields You can add a custom field to your project in two easy ways: 1. **From List View**\ Click the **+** icon next to your column headers to add a new field.
2. **From the Columns Dropdown**\ Open the **Columns Dropdown** from the top right corner and type in the custom field name It would show **+ Add Field** button or showcase an existing custom field by the same name.
{% hint style="success" %} If there is already a custom field by the same name it would prompt you to utilize the same {% endhint %} From there, you can: * Set a field title * Choose a field type (Number, Text, Select, Multi-Select, etc.) * Define options or validation rules * Add a description for context ## Type of Fields available | Field | Additional Option | | ------------ | ------------------------------------ | | Text | Text value | | Number | Decimal Places, Currency, etc | | Select | Drop-down items | | Multi-Select | Multi-Option selection dropdown | | Date | Date | | Custom Id | Auto-incrementing Custom Ids | | Formula | Utilize formulas to calculate values | ## **Utilize Pre-defined Custom Fields** There are **predefined columns** that can be used to structure your project or task data without creating custom fields from scratch. 1. Click on **+Column or Columns dropdown** in the project view. 2. **Choose from Library** to select a predefined custom field You can enable or disable the following predefined columns based on your project needs.
## Utilizing Select Field as Project Stage When you have a long term project, you may want to divide the project into multi-stages. To achieve this create a Select Field with Stages as options
Once the Select Field is added to the project's list view. Utilize Group By option to Group the list by the Select Field option.
## Removing Custom Field You can either permanently remove a custom field from the organization or only remove the custom field from the project ### 1. Remove Fields from a Project
{% hint style="warning" %} Removing a field only removes it from the current project, it does not delete the field entirely. Other projects in your Organization with the same field will retain it and the field could still be added to other projects in your Organization. {% endhint %} #### Retained values Removing a field from your project does not delete your field’s values from your project’s tasks. If your field is populated, the custom field and its value will still appear in the right pane of your task’s details. If your field is empty, the custom field will also disappear from the right pane of your task’s details. ### 2. Permanently Deleting a Custom Field You can delete the Custom Field from Organization Settings or from a Project view. **Deleting from Project View** 1. From the project view, click on the Field Column, select **Edit Field**
2. This would open up Custom Field Edit dialog box. 3. At the bottom left you would find the delete option
**Deleting from Organization Settings** 1. Go to Organization Settings 2. In the Sidebar find Custom Fields 3. From here you can delete the Custom Field following the same step as above {% hint style="danger" %} Deleting a Custom Field would remove the Custom Field and its value from all the projects across the organization. Please double check before deleting a Custom Field {% endhint %} ## Permissions **Prevent a Custom Field property from getting edited** While creating a Custom Field, activate the following option > Only Admins can edit this property Once this option is activated only Organization admins can modify this Custom Field's settings #### Prevent team-members from editing Custom Field values If you would want to prevent team-members from editing Custom Field values from within the Task or Contacts. Please activate the following option > Only Admins can edit this value in Tasks or Contacts **Who will receive custom field notifications?** Task or Contact followers would be notified when a field's value changes in the record. Project members will only receive custom field notifications if they are following the task or contact where the field value has been changed.
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