Custom fields can be added to the Tracking form, Projects, Clients, Tasks, and Users.
You can use custom fields to track internal notes, codes, departments, locations, purchase orders, important dates, mileage, and 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.
How to set up custom fields
On the PRO plan, you can add a maximum of two custom fields per entity (plus three additional numeric-only fields on the Tracking form). The limit of two custom fields 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
Numeric (only on Tracking form)
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):
Tracking form fields will be displayed on the form for all users, like this:
Custom fields can be added as columns to the Detailed view and exported in the detailed report:
Please note: Numeric fields on the Tracking form are summed in the reports. Text, Date, Dropdown, and Multi-select dropdown custom fields on any entity are not summed in reports. Export to Excel or Power BI to calculate totals.