Custom fields
Track anything (budget, client, effort, approvals) with your own fields.
Custom fields add your own information to every task in a project. They appear as columns in Table view, on Board cards and in the task panel.
Add a field
- 1Click Fields in the project header (or the + at the end of the Table header).
- 2Under Add a field, type a name, for example
Budget. - 3Choose a type.
- 4For a Dropdown or Multi-select, type each option and press Enter. Each option gets its own color.
- 5For Currency, pick the currency. You can change it later in the same dialog.
- 6Click Add.
Field types
| Type | Use it for |
|---|---|
| Text | Short notes, codes, references (up to 500 characters). |
| Number | Budgets, estimates, quantities. |
| Currency | Money amounts in a currency you choose (USD, CAD, EUR, GBP, INR and more). Values show with the symbol and decimals, like $1,200.00. |
| Date | Any date besides the due date, such as a launch or review date. |
| Dropdown | A fixed list of colored options, such as Effort: Small / Medium / Large. |
| Multi-select | Pick several options from a colored list, such as Channels: Email, Social, Print. |
| Checkbox | Yes/no, such as Approved. |
| Person | Someone other than the owner, such as a Reviewer. |
| Link, Email, Phone | Clickable links, addresses and numbers. See Field types. |
| Percent, Rating | 0–100% with a progress bar, or one to five stars. |
| Date range | A start and end date, such as a campaign window. |
| Formula | A value calculated from other number fields, like {Budget} - {Spent}. See Field types. |
Fill in a field
Click the cell in Table view or the field in the task panel. Dropdown and Person fields open a list showing each option as a colored pill (or each person with their avatar); lists with more than 8 entries include a search box, and Clear removes the value. A Multi-select list has a checkbox per option: tick as many as you like; the list stays open until you click away.
Change or delete fields
- Rename a field or add and remove dropdown options in the Fields dialog.
- Delete a field with its trash icon. This removes its values from every task.
- Reorder fields by dragging their column headers in Table view.
Fields belong to one project. You can filter by Dropdown, Multi-select, Person and Checkbox fields (a Multi-select filter shows tasks with any of the options you pick), and sort by any field.
Related articles
- Field types: links, ratings, date ranges and formulasEvery custom field type, including Link, Email, Phone, Percent, Rating, Date range and Formula.
- Filters and sortingFocus on the tasks that matter: filter by owner, date, priority, labels and fields, and sort any column.
- Table viewA fast spreadsheet of tasks grouped by stage, with every field as a column.
Still stuck? Tell us what you were trying to do and we'll help.
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