Custom Field Management

Regular and External Users on Business and higher accounts can use Custom Field Management after they enable the “New Table View” from within Wrike Labs.

• Overview
• Enable Custom Field Management from Labs
• 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.

Enable Custom Field Management from Labs

1. Visit Wrike Labs.
2. Scroll down to “New Table View”.
3. Check the box next to "Enable"

You now have the new Table View and Custom Field Management available in your Wrike account.

Open Custom Field Management

1. Open a Folder or Project whose Custom Fields you want to view or edit.
2. Click the menu button at the top of your Workspace.
3. Select “Manage Custom Fields”.

You will see all Custom Fields:

• Added to a Folder/Project.
• Inherited from its parent Folders and Projects.
• Added to its Subfolders and Subprojects.

Custom Field Management shows the following information about each Custom Field:

• Name.
• Type.
• Its creator’s name and creation date.
• Source: where the field had been added*.

*The Project/Folder where a field was added may be different from the Project/Folder 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.

Create and Add Custom Fields

Create a Custom Field

1. Open Custom Field Management.
2. Click “+ New field” at the top of the pop-up window.
3. Type in a name for your new field and click “Create a new field” from the dropdown list that appears.
4. 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.
5. 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.

1. Open Custom Field Management.
2. Click “+ New field” at the top of the pop-up window.
3. Begin typing the name of the Custom Field you would like to add.
4. 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

1. Open Custom Field Management.
2. 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 old Table View.

Remove a Custom Field

To remove a Custom Field from a Folder/Project:

1. Open Custom Field Management.
2. Right-click a Custom Field you want to remove.
3. Select “Remove from this Folder (Project)”.