Custom fields can be added to Projects, Clients, Tasks, and Users.
You can use custom fields to keep track of internal notes, codes, departments, locations, purchase orders, important dates, or any other custom information.
For example, you could mark some projects or tasks as Capex or Opex, some clients as internal, or some users as contractors or full time employees.
If you need to capture more data on the Track page instead, you can add numeric custom fields to the Add time log form. Learn more here
How to setup custom fields
On the PRO plan, you can add a maximum of two custom fields per entity. This limit can be removed on the Enterprise plan. Please contact our support team to arrange this.
Go to Settings > Custom fields to create your custom fields:
They can be set up in different types:
Text
Date
Dropdown
Multi-select dropdown
You need to name the field, select the type, and enter options (for the dropdown types):
Once you add the field, it will show up on your entity (in this example, on the Project):
Custom fields can be added as columns to the Detailed view and exported in the detailed report:
Please note: numeric custom fields are not summed in reports. Export to Excel or Power BI to calculate totals.