Regular and external users on Business and higher accounts can use Custom Field Management.
- Overview
- Open Custom Field Management
- Create and Add Custom Fields
- Edit a Custom Field
- Remove a Custom Field
Overview
Custom Field Management dialog displays all custom fields available for a folder or project. You can view and edit existing custom fields and create new ones directly from the dialog.
Open Custom Field Management
- Open a folder, project or Space whose custom fields you want to view or edit.
- Click the three-dot menu button 1 in the upper right-hand corner.
- Select “Manage Custom Fields”. 2
Custom Field Management shows the following information about each custom field:
- Name. 3
- Type. 4
- Its creator’s name and creation date. 5
- Source: where the field had been added*. 6
You will see all custom fields:
- Added to a folder, project or Space.
- Inherited from its parent folders and projects.
- Added to its subfolders and subprojects.
*The project/folder/Space where a field was added may be different from the project/folder/Space where it is visible. For example, if a field is added on a parent folder/project it may be visible on all of its subfolders/subprojects, but its source in this case is the parent.
Access Custom Field Management from the Table View:
- Select the folder, project or Space from the left-hand navigation panel.
- Switch to the Table view.
- Right-click a project or folder containing custom fields you want to adjust.
- Select "Manage custom fields".
Or alternately click the gear icon and select "Manage custom fields".
Create and Add Custom Fields
Create a Custom Field
- Open Custom Field Management.
- Click “+ New field” at the top of the pop-up window.
- Type in a name for your new field and click “Create a new field” from the dropdown list that appears.
- A pop-up opens where you can:
- Edit the field name.
- Choose a field type.
- Select where to apply your custom field.
- Designate users with whom the field should be shared.
- For numeric custom fields: specify a number of decimal places.
- Click "Save".
Your custom field is created and added to the items you specified in step 5.
Add an Existing Custom Field
Once a custom field is created, anyone shared on the field can reuse it in other folders, projects and Spaces.
- Open Custom Field Management.
- Click “+ New field” at the top of the pop-up window.
- Begin typing the name of the custom field you would like to add.
- Select the custom field from the dropdown list when it appears.
Wrike Tip! 🔥To quickly add a custom field from subfolders, subprojects, and parent folders/projects: right-click a field and select “Add to this Folder (Project)”.
Edit a Custom Field
- Open Custom Field Management.
- Click a custom field which you want to edit.
The field properties pop-up appears and you can edit your field’s name, type, where the field is applied, and whom it should be shared with. Click “Save” when you’re done to apply your changes.
🖐Note! You can still edit custom fields directly from the Table view.
Remove a Custom Field
To remove a custom field from a folder, project or Space:
- Open Custom Field Management.
- Right-click a custom field you want to remove.
- Select “Remove from this Folder (Project)”.
Comments
1 comment
Want to HIDE your custom fields from the Project Description pane?
Click here and upvote it:
https://help.wrike.com/hc/en-us/community/posts/115002243009-Custom-Fields-Hide-or-Show-on-Project-Level?page=1#community_comment_360002674813
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