Modify custom fields visibility in the Info sheet.
the project level "Info" holds key information related to the project. It also shows ALL custom fields related to the project.
Some of these fields are important and need to be modified in this view BUT the vast majority are not, the view is now unusable as it is too messy.
It would be great to be able to define the fields visible such that it only shows the ones that that are relevant.
Hi Stef Risteski! It's possible to define visible and hidden custom fields, as well as their order, if you set up custom item types that can be task- or project-based. Here's a detailed article that explains how they work, and I'm also happy to discuss this in more detail 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Thats great thanks Lisa... so i have a few more questions now.
1. There is a "More Fields" drop down. is there a way to remove these so they are not visible at all?
2. When i click the "Add Field" the field i want to add ("Lifecycle") is not visible. Why?
3. i currently have an automation that is triggered by a status. this automation does various things but i now need to change the "Item Type" but i cannot see this as an automation option.. Please confirm is this is possible.
Stef Risteski Sure!
1) It's not currently possible to remove it, but I shared your feedback with the team and they will consider it. At the moment, this section shows all the inherited fields (from the space, folder, or project). Good news is that this section "remembers" if you collapse it and the next time you open the item, it will remain collapsed.
2) I'm not sure what may be the issue here. Does the field belong to the same space? I can raise a ticket with our Support team so they can take a look, just let me know.
3) There's no such automation option at the moment, and I've shared this feedback with our team as well 🤗
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover