Custom fields

Custom fields are user-defined fields in awork where you can store specific information for projects and tasks. They give your team the flexibility to adapt projects and project tasks to your workflows and keep everything organized.

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Key benefits and use cases

Custom fields make projects clearer, not more complicated:

• Store specific information centrally for projects and tasks

• Create a consistent team structure with fields defined across the workspace

• Get a clearer overview of task lists with columns for custom fields

• Improve filtering by using custom fields as criteria in task filters

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How to create custom fields

You can create, edit, and delete custom fields in Einstellungen (the gear icon in the bottom-left corner of the main menu), under Eigene Felder.

1. Go to Einstellungen and select Eigene Felder

2. Under Eigene Felder für Projekte or Eigene Felder für Aufgaben, click + Hinzufügen

3. Enter a name and choose a field type

4. Save the field

The following field types are available:

• Text for text entries

• Nummer for numerical values

• Datum, optionally with a time

• Auswahl, optionally with a color

• Link for URLs

• Checkbox to enable or disable something

• User to select a user in the workspace, including external users

• Kunde to select a customer

Activate custom fields for tasks in a project

In Einstellungen im Hauptmenüs > Eigene Felder:

1. Click a field's Aktionsbutton > In Projekten aktivieren
2. Select any number of projects and confirm with Auswählen

In a project's settings:

1. In the Eigene Felder für Aufgaben section, click + Hinzufügen
2. Assign the available fields to the project and click Speichern

Once activated, the fields are available in the project's tasks.

Use custom fields in tasks

Activated fields appear in tasks as additional details.

• In task details as additional detail fields
• As a column in the table view of task lists
• As a criterion in task filters
• In project templates

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Use custom fields to sort and group

Sort and group tasks using custom task fields, or organize projects using custom project fields. This lets you adapt your work views to your specific workflows.

Where can you use custom fields to sort and group?

Custom fields for tasks:

• In list and table views within a project

• In cross-project views

Custom fields for projects:

• In the project overview

Open the relevant overview, then select the custom field you want under Sortieren nach or Gruppieren nach in the toolbar or display options. When sorting, you can also choose between ascending and descending order.

Supported field types

All field types listed above are supported for sorting and grouping, except for Link.

awork takes the field type into account:

• Numbers are sorted numerically.

• Dates are sorted chronologically.

• Selection fields follow the order defined for the selection options.

• Fields with no value are always placed at the end, regardless of the sort direction.

Things to know about custom grouping

When you group tasks by a custom field, a few special rules apply:

• Subtasks stay under their visible parent task and are assigned to the same group.

• Subtasks that share a parent task are sorted according to their own field values.

• You can't manually move tasks using drag and drop with this grouping, and you can't create new tasks directly in the list.

Availability and saved settings

• For custom task fields to be available for sorting and grouping in a project task list, they must be activated in the relevant project. They don't need to be shown as a column in the table view.
• In cross-project views, only custom task fields with saved values in the view's results are available.
• Your sorting and grouping settings are retained even if a field is renamed or a view temporarily has no results.
• If a custom field is deleted or deactivated for a project, only the affected setting is reset.
• You don't need any additional permissions to use sorting and grouping. Access to the relevant project or view is enough.

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Manage custom fields

• Sort custom fields using drag and drop
  • For projects, use the settings in the main menu
  • For tasks, use a project's settings
• Edit a custom field in the main menu settings using the action menu next to the field

Delete custom fields

Option 1: Remove custom fields for tasks from a project

1. Open the project settings

2. Click the field's X (Entfernen)

3. Confirm with Feld entfernen

Option 2: Delete custom fields across the workspace

1. In Einstellungen in the main menu, open Eigene Felder

2. Click the Aktionsbutton next to the relevant field

3. Select Löschen and confirm with Feld löschen

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Permissions

• Create, edit, and delete custom fields:
  Permissions for project settings (Allgemeine Berechtigungsrolle > Einstellungen > Projekteinstellungen)

• Activate custom fields for tasks in a project:
  Write access to project details

• Use custom fields in tasks:
  Write access to edit project tasks; read access to view them

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FAQ

Why can't I create or manage custom fields?

You probably don't have sufficient permissions. Check with a workspace admin.

Are custom fields automatically visible in my project?

Once custom fields for projects have been created at the workspace level, they appear in every project.

Custom fields for tasks need to be activated at the project level before you can use them in tasks.

Can I change a field type after creating it?

No. You can't change field types after creating them.

Can I use custom fields in automations?

No. Custom fields aren't currently available for automations.