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Custom Fields

View Custom Fields in Management​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Miscellaneous section.
  3. Click the Custom fields in the left panel.

Create a New Custom Field for Teams​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Miscellaneous section.
  3. Click the Custom fields in the left panel.
  4. In the Teams card, click the Add button in the bottom left.
  5. In the pop-up, enter the field ID, optional input, type, label, placeholder and hint.
  6. Click Create.

Create a New Custom Field for Projects​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Miscellaneous section.
  3. Click the Custom fields in the left panel.
  4. In the Projects card, click the Add button in the bottom left.
  5. In the pop-up, enter the field ID, optional input, type, label, placeholder and hint.
  6. Click Create.
caution

Creating a mandatory custom field requires users to complete that field in every project. Projects cannot be saved or updated if the field is left blank.

Create a Fully Custom Field​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Miscellaneous section.
  3. Click the Custom fields in the left panel.
  4. Click the Add button in the bottom left of either Teams or Projects cards.
  5. In the pop-up, set the type to Custom Select.
  6. Enter the field ID, optional input, label, placeholder and hint.
  7. Add your custom choices in the Custom Choices field.
  8. Click Create.

Edit an Existing Custom Field​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Miscellaneous section.
  3. Click the Custom fields in the left panel.
  4. Click the Edit button by the field card to edit.
  5. In the pop-up, edit the field's optional input, label, placeholder and hint.
  6. Click Update.
note

The field ID and type cannot be edited once created.

Arrange Existing Custom Fields in Prompt​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Miscellaneous section.
  3. Click the Custom fields in the left panel.
  4. Click and hold the Move button next to the field card to arrange it.
  5. Drag-and-drop the field card in the appropriate position.
note

You cannot mix teams field cards with projects field cards.

Change Preview of a Custom Field​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Miscellaneous section.
  3. Click the Custom fields in the left panel.
  4. Under the Preview column, enter the preview input for each field.
note

Preview inputs depend on types such as text, number, date, and custom.

Delete a Custom Field​

  1. Go to the Management icon in the top left taskbar.
  2. Navigate to the Miscellaneous section.
  3. Click the Custom fields in the left panel.
  4. Click the Delete button next to the field card to delete it.
  5. In the pop-up, click Delete.
caution

Deleting a custom field is a permanent action and cannot be undone.