Custom fields (Project level)
Custom fields let you collect the data you want to collect on various entities within your account.
We have 2 levels of custom field. This article is to discuss the Project Level custom fields. These are custom fields that are present on just 1 single project. But we also have Account Level custom fields as well. These are custom fields that are present on all entities across your account. See the article: Custom Fields (account level)
Project Level custom fields can be created on the following entities:
Tasks
Project Level custom fields will only show on tasks within the current project. They are created at the project level and only apply to items within that project. So if you create a project level custom field for tasks then it will show on all tasks within that project only. This is a great way to collect data that's needed for that project only. For example, projects that don't fit the normal process or projects where you need to collect more data or follow a different workflow.
See an example of how project level custom fields can be used to track data in an interesting way in 1 single project:
Bear in mind that this video was filmed using the Classic layout. Although it looks slightly different, all the functionality is the same in our new layout.
To view project level custom fields on a project go to the project dashboard and click on the "Custom Fields" button in the footer of the project:
You will then see a page listing any custom fields you have on this project.
Click on "+ New Custom Field" to create a new project level custom field. You will then see a popup with the options available to create a new project level custom field.
To create a new custom field you need to specify the following information:
Name - This is a text field so you can name your custom field.
Type - This lets you specify the type of custom field you want to create. The type of field will largely depend on what type of data you want to collect and how you want this to be displayed and used within your account. You can choose from:
Text
Textarea
Numeric
Currency
Percent
Select
Select-Color
Multiselect
Date
Required - If you check this then providing a value for this field will be required when people submit the "Create Task" or "edit Task" forms. This is a great way to make sure this field has a value at all times.
Allow filter by - This will mean this field will also show in the filter so you can filter your views by this field.
Allow group by - This will mean this field will also show in the group menu so you can group your views by this field.
Allow sort by - This will mean this field will also show in the sort menu so you can sort your views by this field.
When you have created a custom field it will show in the table.
It will also automatically show in all task views so you can see the data that's been entered for this custom field. It will also show on the "Create Task" or "edit Task" popups/pages so you can create data for this field.
Once a custom field has been created you have 3 options to choose from in the "Options" button:
Edit - This will open the "Edit Custom Field" pop up so you can edit the settings for your custom field.
Disable - This will disable your custom field so it doesn't show anywhere in your account. It doesn't delete the custom field or any of it's data, it will just prevent it from showing anywhere in your account. You can restore the custom field as and when you are ready.
Delete - This will delete the custom field and all of its data.