Create Custom Fields

Custom fields allow you to add specific data points to tasks and projects. Follow these steps to create a custom field:

Create a Custom Field in a Project

1. Open a project where you want to add a custom field.

2. Click on the three-dot menu (top-right corner).

3. Select “Custom Fields” from the dropdown.

4. Enter a Field Title – Name your custom field (e.g., "Stage").

5. Choose a Field Type:

   • Text – For entering plain text.

   • Number – For numerical values.

   • Select – For a dropdown with a single-choice option.

   • Multi Select – For a dropdown with multiple choices.

   • Date – For selecting a date.

6. (Optional) Add a Description – Provide details about the field.

7. Admin Control Options:

   • Only Admins can edit this property – Restricts field editing to admins.

   • Only Admins can edit the value in Tasks or Contacts – Restricts who can update values.

8. Click Save to create the custom field

How to Use Predefined Columns?

There are predefined columns that can be used to structure your project or task data without creating custom fields from scratch.

1. Click on Search and create column in the project view.

2. Toggle the switch on/off for the required columns.

3. If needed, go to Choose from Library for more field options.

You can enable or disable the following predefined columns based on your project needs.