Creating Custom Fields for Projects and Tasks

Overview
Capture any extra data your team needs—budget codes, risk levels, client approvals—by adding custom fields to projects or tasks.

Where to Find It
Work › Settings › Custom Fields

Steps to Add a Custom Field

1. Select Project or Task at the top.

2. Click Add Field.

3. Choose a Type (Text, Number, Date, Dropdown, Checkbox).

4. Enter the Label and any options (for dropdowns).

5. Toggle Required if every record must include this field.

6. Click Save.

How to Use

• When creating or editing a project/task, fill in the new field in the form.

• You can search and filter lists by custom field values.

Tips

• Keep labels short and unambiguous.

• Avoid too many required fields to prevent form fatigue.