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:
- Text
- Whole number
- Dropdown - must contain at
least two options
- Date
- Status - create a set of
custom statuses to be
applied to tasks to
reflect their
progress/phase.
- URL - add a URL field where you can add a clickable custom link on tasks.
- Checkbox
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