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Set up custom fields

Nina Janza avatar
Written by Nina Janza
Updated this week

You can use custom fields to keep track of internal notes, codes, departments, locations, purchase orders, important dates, or any other custom information.

Custom fields can be added to Projects, Clients, Tasks, and Users.
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​*** 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:


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