Creating Custom Fields
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free; |
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, Contributors, Viewers, 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.
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Navigate to a folder, project, or Space.
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Switch to Table view 1.
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Click the Fields 2 or the + 3 icon from the view header.
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Click the + Custom field 4 option from the dropdown that appears.
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.
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Specify field properties in the pop-up window:
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Edit the field name 5.
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Choose the field type 6.
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.
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Select the default aggregation (available only for numeric type custom fields: Number, Percent, Currency, Date, and Duration).
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Select where the field belongs to 7. 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.
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Select where to apply 8 your custom field.
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Designate the users you want to share the custom field with (this setting is not available for space-level custom fields).
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Click Create 9.
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Navigate to a folder, project, or space.
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Switch to Board view 1.
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Select Cards 2 option from the view header.
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Select +Custom field 3 option from the dropdown that appears.
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Specify field properties in the pop-up window:
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Edit the field name 4, if necessary.
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Choose the field type 5.
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.
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Select the default aggregation (available only for numeric type custom fields: Number, Percent, Currency, Date, and Duration).
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Select where the field belongs to 6. 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.
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Select where to apply 7 your custom field.
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Designate the users you want to share the custom field with (this setting is not available for space-level custom fields).
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Click Create 8.
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Tip
You can also use Gantt chart view to create custom fields.
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.