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Creating Custom Fields

Table 3. Availability - Legacy plans


Overview

On accounts created before August 24, 2021, regular users, account admins, and owners can create new account-level custom fields in folders, projects, and Spaces unless their access role restricts it. On all new accounts created starting from August 24, 2021, only account admins and owners can create new account-level custom fields in folders, projects, and Spaces unless their access role restricts it.

On all accounts, by default, Space admins and Space members can create Space-level custom fields, but this right can be restricted for Space members.

Note

Collaborators and external users can’t create custom fields of any level, even if they're part of a Space where Space members are allowed to create Space-level fields.

Create and use custom fields to store and track information specific to your work in tasks, folders, projects, or Spaces.

Create new custom fields from Table view

  1. Navigate to a folder, project, or Space.

  2. Switch to Table view.

  3. Click the + sign on the right side of the table.

  4. Enter a title for your new field and click Create new field.

    Notice

    If other account users previously created custom fields with a similar name and shared them with you, you’ll see these fields along with their creator’s name above the Create a new field option. Click an existing field to add it to the current folder, project, or Space.

  5. Specify field properties in the pop-up window:

    • Edit the field name, if necessary.

    • Choose the field type.

      Notice

      Depending on the custom field type, you may need to specify additional properties not mentioned on this page. Check out Types of custom fields to learn more.

    • Select the default aggregation (available only for numeric type custom fields: Number, Percentage, Currency, and Duration).

    • Select where the field belongs to. If you have permission to create space-level custom fields, the field belongs to the current space by default. To change that, click the space title and select Convert to account field.

    • Select where to apply your custom field.

    • Designate the users you want to share the custom field with (this setting is not available for space-level custom fields).

  6. Click Create.

Create new custom fields from the custom field management panel

  1. Select a folder, project, or Space from the workspace’s left navigation panel.

  2. Open the custom field management panel.

  3. Click +New field.

  4. Enter a title for your new field and click Create new field.

  5. Specify the field properties in the pop-up window:

    • Edit the field name, if necessary.

    • Choose the field type.

    • Select the default aggregation (available only for numeric type custom fields: Number, Percentage, Currency, and Duration).

    • Select where the field belongs to. If you have permission to create space-level custom fields, the field belongs to the current space by default. To change that, click the space title and select Convert to account field.

    • Select where to apply your custom field.

    • Designate the users you want to share the custom field with (this setting is not available for space-level custom fields).

  6. Click Create.

Once you complete the steps, your custom field will be created and added to the locations you specified.

FAQ

Is there a limit to the number of custom fields I can create?

No, you can create as many fields as you need.

I don’t see the option to create custom fields. Why not?

You may have limited permissions due to your access role for that folder, project, or Space. Try creating the field in a different location, or ask the person who shared the folder, project, or Space with you to update your access role or create the field for you.

Note

Collaborators and external users can’t create new fields.

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