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Help Guide > Planning and Scheduling > Custom Fields

Custom Fields 

Custom fields are great for recording project or task attributes that you can filter against and capture in plan exports.   Workspace owners, co-owners and managers can create 5 custom project fields and 5 custom task fields.  

Creating Custom Fields

  For our example, we'll create a custom task field. 

  • Go To Settings > Data Customization > Task Fields. 
  • Click Add and name your field:

  • Now you'll be prompted to create the values that you'd like people to choose for this field:

Setting a Custom Field Value For a Task

  • Double-click on the task to open its Edit Pane.  To set the value on multiple tasks at the same time, multi-select the tasks first, then click the Edit menu > Edit Item. 
  • Select the Custom Fields tab within the Edit Pane, and you'll see all of the custom task fields that you have created.
  • Click on the field that you'd like to set, and you'll see the available values:

  •  Finally, select the desired value and click Save: