Custom fields give your team the flexibility to tailor projects and project tasks to your individual processes — clearly and efficiently — by integrating all important information directly into the project details.
What is a Custom Field?
Custom fields are user-defined fields in awork where you can store specific information for your projects and tasks.
Users with access permission to project settings (via the general permission role) will find a Custom Fields tab in the workspace settings. There, you can create, edit, and delete fields.
Creating and Activating Custom Fields for Projects
To create a custom field for projects, simply click the blue + Add button in the Custom Fields for Projects section.
Once created, the fields will be available in the Project Home under the details section and can be used right away.
Creating and Activating Custom Fields for Tasks
Custom fields are created on the workspace level, activated on the project level, and then used on the task level.
Creating Custom fields across the Workspace
To create a new custom field for tasks, click on the blue highlighted "+" symbol. You can then assign a name to your field and select a type. The following types are available for creating Custom fields:
Text: Custom field with text input
Number: Custom field with number input
Date (optional with time): Custom field with date selection
Selection (optional with color): Custom field with a selection option
Link: Custom field for storing links
Checkbox: Button that can be toggled on/off
User: Custom field with multi-selection for workspace users
☝️ Note: Field types cannot be changed afterward.
After saving the field, it is now available for activation in projects.
Activating Custom Fields for tasks in projects
In the project settings, all created Custom fields are now available. Users with write permissions on project details can activate the fields needed for the project here.
Once the field is activated in the project settings, the Custom fields are available to all users in project tasks.
By clicking on the "X" of the respective field, you can remove it from this project again.
Using Custom fields in tasks
The Custom fields activated by the project lead are now available in the project tasks as details. The usage of the respective fields depends on the user's permissions on tasks:
Users with write permissions on tasks can now fill these fields with the necessary information.
Users with read permissions on tasks can only view the fields but not edit them.
Where to find Custom fields
Workspace-wide created fields are available in various places in awork:
Task details
In the task details, Custom fields are displayed as additional detail fields.
Task lists
All workspace-wide created fields can be displayed as a column in the task lists. You can also directly edit your Custom fields in the task overview of your project. To do this, select your Custom field in the displayed columns. You can then edit it directly in the overview.
☝️ Note: To select the displayed columns, you may need to reduce your zoom level and/or collapse the left menu bar.
Task filters
You can also use Custom fields as a criterion when creating task filters. Create a new task filter and select the Custom field in the Task filters category that you want to use in your filter.
Project templates
Custom fields are also available in the project templates. More about project templates can be found here.
Managing Custom fields
You can manage your Custom fields at any time in the workspace settings under the Custom fields tab.
For better organization, you can sort your fields by drag-and-drop in the general and project settings as desired.
Editing Custom fields
In the general settings under Custom fields, you will find an overview of your Custom fields. Using the 3-dot menu on the respective field, you can edit it. Here, you can change the name of the field afterward. Changing the field type is currently not possible.
Deleting Custom fields
You can also delete fields afterward, but be aware that this may affect existing fields in your projects. You can delete Custom fields only for projects or for the whole Workspace:
Deleting from a Project
In the project settings, you can delete Custom fields by clicking on the "X" of the respective field.
You will receive a warning pop-up asking if you really want to remove this field from the project.
Upon deletion, this Custom Field and all associated information will be deleted from this project.
Deleting Workspace-wide
Using the 3-dot menu on the respective Custom Field, you can delete the field.
If you want to delete the Custom Field, you will receive a warning pop-up before the final deletion, asking if you really want to delete this field. You will also be shown how many projects this field is used in, so you know which data will be lost.
Upon deletion, this Custom Field and all associated information will be deleted from the affected projects.
FAQ
Why can't I create or manage Custom fields?
This is probably because you don't have sufficient permissions to create or manage them. Check this with a workspace admin.
What permissions do I need to create, edit, and/or delete Custom fields?
Create, edit, and/or delete fields in the workspace settings: Users with permissions for project settings (General Permission Role > Settings > Project Settings).
Activate fields in the project settings: Users with write permissions on project details.
Use fields in tasks:
Users with write permissions on tasks can now fill these fields with necessary information.
Users with read permissions on tasks can only view the fields but not edit them.
Are Custom fields automatically visible in my project?
No, the custom fields must be created at workspace level. Custom fields for tasks need to be activated at project level. They can then be used at task level and are visible in the task details.
Can Custom fields be used in automations?
No, Custom fields are currently not available for automations.