How do I add custom fields to a task?

On the task’s Overview tab, click Add Field under Custom Fields. Pick an existing field or create a new one, then fill in its value.

Steps

1. Open the task and scroll to Custom Fields.
2. Click Add Field.
3. Search the list (“Search existing fields or create new…”) and click a field to add it. Or:
4. Click Create new field, enter a Field label, choose a type (Text, Number, Date, Dropdown, Checkbox, Money, Email or URL), and for Dropdown enter Options (comma-separated). Then click Create & Add.
5. Fill in the value. It saves automatically when you change it or click away.
6. To take a field off this task, hover over it and click the X (“Remove field”).

Good to know

• Custom fields are shared across your whole company. A field you create is available to add on any task in any project.
• Removing a field from a task only clears it on that task. The field itself stays available.
• You can’t rename a field, change its type, edit its dropdown options or delete it after it’s created. If you need different options, create a new field.
• Adding, changing and removing custom field values is recorded in the task’s activity.