Custom Fields in Wrike
TL;DR:
Custom fields in Wrike help you store and track work-related data across your account or specific spaces. Most users can create and use custom fields, but permissions vary by role and account settings. Each custom field comes with data points, like who created it, where it’s applied, and when it was last updated. You can manage these data columns to your view for better tracking and reporting. There’s no limit to the number of custom fields you can create.
| Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
| Availability: Team, Business, Pinnacle, Apex. ; Unavailability: Free; |
You can use custom fields in Wrike to store and track data related to your work. There are several types of custom fields available in Wrike.
Most users have the ability to create custom fields. So each folder, project, and Space can have multiple custom fields added to it.
There are two ways to use custom fields:
- Account-level custom fields: These custom fields can be added to any work item in the account (unless it's restricted in the field properties).
- Space-level custom fields: These custom fields are only visible in the spaces that they belong to.
- All account users can view account-level custom fields that are shared with everyone.
- All Space members can view Space-level custom fields.
- Collaborators can't fill in custom fields.
- External users, Collaborators, Contributors and Viewers in all accounts can't create new custom fields or edit properties of existing fields.
- Additionally, on accounts created after August 24, 2021, only account admins and owners can create new account-level custom fields.
Custom fields in Wrike let you capture and organize key details for your work. Each custom field includes data points that help you track, manage, and report on your projects more effectively.
The data points are:
- Status: Use the toggle to deactivate or activate a field whenever you need.
- Description: Explains what the custom field is for.
- Type: Shows the field’s format, like text, number, date, or dropdown.
- Belongs to: Tells you which space or account owns the field.
- Added to: Shows where the field is available for others to use.
- Added by: Shows who made the field available to others by creating it, adding it to the space or, changing where it belongs to.
- Author: Shows who created the custom field.
- Applies to: Shows where the custom field is applied, such as folders, projects, or tasks.
- Used in workflows: Shows the workflows where the custom field is currently used.
- Times used total: Counts how many times the custom field value has been used and edited.
- Times used this month: Counts how many times the custom field value is used and edited in a month. Resets each month.
- Last used date: Tells you the most recent date a value was updated.
- Last used by: Names the last person who updated a value.
- Created date: The date the field was created.
- Last edited date: The most recent date the field’s settings were changed.
- Last edited by: Names the last person to update the field’s settings.
- Can see: Lists the users or groups who can view the field.
- Can edit: Lists the users or groups who can change the field’s values or settings.
- How created: Shows whether a custom field was created manually or from a template.
To display data columns, navigate to the custom field management table and click the fields button 1 on the toolbar. Then switch the toggle on next to the data points 2 you wish to add.