Task custom fields

Custom fields let you add extra data to tasks, so you can tailor your projects to match how you work.

Use custom fields to track things like budgets, priorities, or client-specific details—keeping all important information organized and easy to access in one place.


Add custom fields

Custom fields can only be added at the project level. When you add a custom field to a project, it will appear in all tasks and subtasks within that project.

There are a few ways to add a new custom field to your project:

In the List View


In the Task Details view


In the Project Settings / Custom Fields view


Manage custom fields

To manage your custom fields, click the ellipsis icon next to the project name and select "Custom Fields" to open the Custom Fields page for that project.

On this page, you can view, add, edit, and delete all your custom fields.

  1. Active Custom Fields: All active fields in the project, including private custom fields for this project only and global custom fields that are activated for the project.
  2. Global Custom Fields: This section will contain all existing global custom fields that have not yet been activated for the project.

Private vs. Global Custom Fields

When you add a new custom field to a project, it starts as a private field for that project. If you want to use a field across multiple projects, you can make it a global field.

To make a field global, turn on the "Global custom field" toggle when creating or editing a field.

Important:

  • Only the workspace owner or an admin has permission to turn a private field into a global field.
  • Regular members can add a global custom field to a project or remove it, but they cannot edit or delete a global custom field or convert a private field into a global field.
  • Once a global custom field is used in two or more projects, it cannot be changed back to a private field, and the "Global Custom Field" toggle will be disabled.

All global custom fields will be visible in the "Global Custom Fields" section in all projects. Any project member can click the toggle buttons next to the fields to add them to the project for reuse.


Custom Field Notifications

You can turn on notifications for any new or existing custom field by enabling the "Send Notifications" toggle.


Delete and Restore Custom Fields

When a custom field is deleted, it is moved to the Trash page. You can restore it from there. All members in a project can delete private custom fields for that project. The workspace owner and admins can delete any custom field, including global custom fields.


Permissions

  • Any project member can create, edit, and delete private custom fields.
  • Only the workspace owner and admins can convert a private custom field into a global custom field.
  • Only the workspace owner and admins can edit or delete global custom fields.
  • Any member can add or remove global custom fields from a project.
  • Custom fields are visible to guests in a project. They can use them but cannot create, edit, or delete them.
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