Exporting List of Custom Fields

I would like to recommend that the application allow owners to download an excel file of all custom fields in the account.  While the current view allows you manage the fields it does not really allow you to "work" in the list and look for similarities in fields or consider better naming conventions. 

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Hi Denise Mauzy, thank you for reaching out and posting your feedback!

There's a new feature that was just released by our team - custom field management. It allows the account owners and admins to manage all custom fields in the account from the Account Management. Could that be helpful in your case? You can learn more about this functionality on the Help Center🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Hi Lisa,

I am aware of the new feature and it has alot of use cases for sure. However, it is still helpful to be able to download the entire file and sort and take notes.

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I whole-heartedly agree. I just started trying to trim down the number of custom fields in our workspace, but I'll have to get with the people who made and use the fields to check if they're still needed, so I'd like to export the table into Excel to re-order things and add my own notes.

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Thanks, Denise Mauzy and Joshua Balentine, I've passed your feedback and insights in relation to this on to the team. If I have any updates to share here I'll be sure to let you know. Thanks again for sharing! 👍

Elaine Community Team at Wrike Wrike Product Manager Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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Another thing I'd like to see on the management screen is which folders include the field. I think I could get to that information through the audit log as well, but it would take some doing and would be much more helpful to have immediately with the full list of fields.

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I agree with Joshua Balentine.  The folders that include the field would be very helpful. 

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Thank you again Joshua Balentine, Denise Mauzy, this is fantastic feedback and it's very useful for the team to get it for this new functionality 🙂

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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I agree with Joshua & Denise. I'm going through a full audit of our account it would be useful to have the ability to export to excel and see where the fields are being used.

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Thank you for your feedback Roxane Carrier! Could you please let me know if you're currently using Custom Field management

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Hi Lisa
Yes, I'm using the custom field management panel. It's great for reviewing a few fields at once, but when running an inventory, for example, you need to cut & paste from the panel to excel to review and comment before taking action. Also, it's great that you can see where the fields are enable (through the 'Remove from..' which should have an undo option), but you still need to filter a view to see where the field is being used on actual tasks, folders or projects.

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Hi Roxane Carrier, thank you for adding in more detail, I've made our Product team aware of your feedback 👍🏼

Cansu Community Team at Wrike Wrike Product Manager Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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Echoing the usefulness here! Trying to inventory all the custom fields to see which ones I want to shared with teams in other spaces (account level) versus which would be just for my team. Need them all in a sheet to confirm who needs what, but have to manually create that sheet with no export feature.

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Nicole Macias Thank you for supporting this idea 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Another upvote.  I needed to send the list back to my Wrike support for help with the Analyze tool.  To get the list, I had to do some extra goofy workaround steps (export to PDF, copy to Word, copy to Excel) to even copy the grid out - straight copy/paste would not work.  This seems like a super easy function to export grid and would be a quick win!

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Hi Jaime Nwaobi, welcome to the Community, and thank you for adding your support here! Please be sure to upvote the original post - if you haven't yet🙌🏼

Cansu Community Team at Wrike Wrike Product Manager Erfahren Sie mehr über Wrikes leistungsstarke Funktionen und lernen Sie Anwendungsbeispiele kennen

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Upvoting as reviewing all custom fields is part of the Wrike Analyze work 

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