Within Teamwork, you can create custom fields to record custom details for your tasks.
Note: Custom fields are available on per-user Premium/Grow subscription plans and above.
To create a new custom field, click your profile avatar in the bottom left of your site and select Settings from the pop-out menu.
Note: Only site administrators or users with permission to manage custom fields can create and manage custom fields.
In the settings area, go to the Custom Fields subsection where you can view and manage your task custom fields.
Go to the Tasks subsection and click the Add button to add your first custom field. If you already have custom fields created, there will be an Add Custom Field button at the top of the Tasks section.
In the Add Custom Field modal, you can set a title and description for the field.
You can also use the toggle at the bottom of the modal to control whether the task custom field should be available on all projects or one specific project.
Note: Project specific task custom fields can only be managed within the project's settings rather than the site settings.
Using the Field type dropdown, you can select from the following:
- Whole number
- Dropdown - must contain at
least two options
- Status - create a set of
custom statuses to be
applied to tasks to
- URL - add a URL field where you can add a clickable custom link on tasks.
If you set dropdown or status as the type, you can also enter the associated options. Click Add Option at the bottom to add more entries to the dropdown list.
- Each option can be deleted by clicking
the trash can icon on the right.
- You can reorder the options to adjust
how they will appear in the list by
clicking and dragging the move icon to
the left of each field.
Once you have filled out the details for the custom field, click Save Custom Field to add it to your site.
Note: You cannot create multiple task custom fields with the same type and name combination.
Existing custom fields on your site can be applied when creating new tasks or editing existing ones.
Creating task custom fields at project level
You can also create task custom fields at individual project level. Go to the Custom Fields subsection of the project's Settings area and click the Add button to create a new custom field.
In the Add Custom Field modal, you can set a name and description. You will see a Project Specific toggle at the bottom which controls whether the custom field should be available on all projects or locked to the current project. This toggle will be enabled by default when creating task custom fields at project level.
Users with permission to manage custom fields for the project will be able to create custom fields for the project directly on a task.
Hover over the More tab in the task edit form and select Custom Fields from the dropdown. You can then use the custom field dropdown to create a new custom field.
For more information, see: Using Task Custom Fields