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How to Use Custom Fields

How do Custom Fields work? What are Custom Fields? How to Add Custom Fields

Written by Ashlee
Updated this week

Custom Fields are a feature of the Advanced Plan (if you are on our Professional Plan and would like to talk to us about switching to the Advanced Plan, just contact Support and we'll be happy to help). Custom Fields allow you to add fields to your Project that capture custom information not included in the standard Project fields.

Custom Fields can be Checkboxes, Dates, Dropdowns, Numbers, Percentages, Ratings, Staff, or Text based fields which you can then label however you want. While all fields can be included in reports, Drop Down based custom fields can also be used as filters.

To create and edit Custom Fields, just go to your Settings and select Custom Fields from the left-hand menu:

You can then click "+ New" to add a new field, or click the ellipsis next to any existing Custom Field to edit or delete it:

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