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Adding Custom Fields to Folders, Projects, or Spaces

Table 17. Availability - Legacy plans


Overview

All users, except for collaborators, can add existing custom fields to folders, projects, and spaces unless their access role restricts it.

You can add existing custom fields created by you or shared with you by other users to tasks, folders, projects, and spaces that you have access to. This allows you to:

  • Reuse existing fields by adding them to completely separate folders, projects, or spaces

  • Make fields from subfolders and subprojects visible in their parent work items.

Fields inherited from parent locations

If you create custom fields at the space level, space members will see these fields on every subitem. If you share a particular folder with a non-space user, they won't see inherited fields because they do not have access to the parent project, or any of its data (including applied custom fields). In this case, you need to directly add the required custom fields to the shared folder.

Add existing custom fields in the Table view:

  1. Navigate to the folder, project, or space you want to add the field to.

  2. Switch to Table view 1.

  3. Click the Fields option from the header or the + 2 sign that appears on the right side of the table.

  4. Begin typing the name of the custom field you want to add or you can select it from the list 3.

    Table_view.png
  5. Click on the custom field when it appears in the list.

Note

You can also add existing custom fields from Board view by clicking on the Cards option.

By default, the field is added as the rightmost column in the table, but you can rearrange the columns in Table view.

Alternatively, Space admins can add fields to certain locations via the space settings section:

  1. Navigate to the space 1 where you want to add the custom fields to its child items.

  2. Switch to Table view.

  3. Click the gear 2 icon located below the space’s name.

    space_1.png
  4. Select the Custom fields 3 tab.

  5. Click on the row of the custom field you want to add 4.

  6. Click Add to 5 option located at the bottom of the overlay that appears on the right.

  7. Search 6 for the work items and click on it when it appears.

    space_2.png

After you complete the steps, the custom field you clicked will become visible and editable on the child items.

The same way account-level fields can be added to different spaces and particular folders/projects from the Account settings > Custom fields tab.

FAQ

Is there a limit to the number of fields I can add to a folder, project, or space?

No, there’s no limit. You can add as many fields as you need.

Why don’t I see a custom field I want to add in the list?

This may happen for a few reasons:

  1. First, check if you entered the name of the field correctly.

  2. You might not have the permission to add custom fields to the current folder, project, or space because of your access role in this location. You can ask the team member who shared that folder, project, or space with you to update your access role or add the custom field for you.

  3. The field that you want to add might not be shared with you. In that case, ask the person who created the field to share it with you.

I added a custom field, but I don’t see it on the task/folder/project. Why not?

One of the custom field properties allows limiting where the field is visible. For example, when you add a custom field to a space and this field is set to be visible on projects only, you will see the field on all projects within the space but not on any folder or tasks. You can always edit the custom field’s visibility settings, but any changes you make are applied to all folders, projects, and spaces where this field is used.

When a project is created via the request form, mapped custom fields get filled out only at the project level, but not tasks. Can tasks inherit values from the parent project automatically?

Custom field values cannot be automatically inherited from the top level. Workaround: go to the Table view>>; enable the Parent row option in the 3-dots action menu>>; enable the required Fields via the + button in the top right corner of the table>>; find and select the required project value cell>>; drag-fill your tasks down the list to copy the values on the task level.

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