Creating Custom Fields in User Profiles
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Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
By default, only account owners and admins can create and edit custom fields in user profiles. However, it's possible to grant this permission for other user types (except Collaborators and Contributors) in User types settings of Account management.
It is also possible to change existing custom fields to be used in user profiles.
To create custom fields for users:
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Navigate to the Users tab under Account Management 1.
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Click the User Fields 2 or the + 3 icon from the view header.
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Click the + User custom field option from the dropdown that appears 4.
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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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Select a field type 6.
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You can choose to share custom fields 7 with everyone in your account or share them with specific users or groups.
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Choose if you’d like to use this field as an assignee requirement in work items or keep it private in user profiles 8.
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Click Create 9 You’ll see the new custom field added to the far right of the user table as a new column.
Note
If checked, you can add this field as an assignee requirement in work items and define which attributes are needed to complete each task. Once requirements are defined, Wrike will automatically suggest assignees that have matching attributes in their user profiles when you’re choosing an assignee.
If unchecked, it won't be available in work items and will only be visible in the User's settings under Account Management, in the Workload Filter, and in Dashboards reporting on users. Therefore, it can’t be used to help recommend assignees for tasks.
Tip
If you want to limit which teams can see this field or just want to experiment with the feature, set up the sharing to the desired groups or to yourself only. This way, no one else will see the field in user profiles or work items.
You can change the settings of any existing custom field so that you can start using it in user profiles to track unique attributes and skills.
To use existing custom fields in user profiles, you must have permission to Manage custom fields in Users settings. Account admins have this ability by default. However, this permission can also be granted to other users with a Full license.
To convert existing custom field into user custom field:
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Go to the custom fields sections under Account management 1 Or go to the Custom fields section in space.
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Find the custom field you want to change 2.
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Click on it to open custom field settings 3.
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Click Use this field for users at the bottom of the settings panel 4.
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Now you can use this custom field for users 5.
Note
You can use the Use this field for users button only with account-level fields. If the field is at the space level, you must first change it to an account-level field before you can use it in user profiles.
Note
You can safely change any existing custom field to be used in user profiles. Changing between these options will not result in any loss of information.