Custom Fields in Wrike
TL;DR:
Custom fields in Wrike help you store and track work-related data across your account or specific spaces. Most users can create and use custom fields, but permissions vary by role and account settings. Each custom field comes with data points, like who created it, where it’s applied, and when it was last updated. You can manage these data columns to your view for better tracking and reporting. There’s no limit to the number of custom fields you can create.
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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; |
You can use custom fields in Wrike to store and track data related to your work. There are several types of custom fields available in Wrike.
Most users have the ability to create custom fields. So each folder, project, and Space can have multiple custom fields added to it.
There are two ways to use custom fields:
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Account-level custom fields: These custom fields can be added to any work item in the account (unless it's restricted in the field properties).
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Space-level custom fields: These custom fields are only visible in the spaces that they belong to.
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All account users can view account-level custom fields that are shared with everyone.
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All Space members can view Space-level custom fields.
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Collaborators can't fill in custom fields.
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External users, Collaborators, Contributors and Viewers in all accounts can't create new custom fields or edit properties of existing fields.
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Additionally, on accounts created after August 24, 2021, only account admins and owners can create new account-level custom fields.
Custom fields in Wrike let you capture and organize key details for your work. Each custom field includes data points that help you track, manage, and report on your projects more effectively.
The data points are:
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Description: Explains what the custom field is for.
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Type: Shows the field’s format, like text, number, date, or dropdown.
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Applied to: Shows the type of item where the custom field is used, such as folders, projects, or tasks.
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Filled total: Counts how many times the custom field value has been edited.
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Last filled by: Names the last person who updated a value.
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Filled this month: Counts how many times the custom field value is edited in a month Resets each month.
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Last filled date: Tells you the most recent date a value was updated.
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Author: Shows who created the custom field.
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Created date: The date the field was created.
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Last edited by: Names the last person to update the field’s settings.
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Last edited date: The most recent date the field’s settings were changed.
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Belongs to: Tells you which space or account owns the field.
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Can see: Lists the users or groups who can view the field.
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Can edit: Lists the users or groups who can change the field’s values or settings.
To display data columns, navigate to the custom field management table and click the gear icon 1 located to the left of the table. Then check the boxes next to the data points 2 you wish to add.