Within Teamwork, you can create custom fields to record custom details for your tasks.
Note: Custom fields are available on the per-user Premium subscription plan and above.
To create a new custom field, click your profile icon in the top right of your site and select Settings from the dropdown 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 of the Custom Fields area and click the green Create a Task Custom Field 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 name and description for the custom field in the Details tab.
You can also use the toggle at the bottom of the Details tab 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.
Go to the Type tab to select the custom field type. The available task custom field types you can create are:
- Whole number
- Dropdown - must contain at
least two options
If you set dropdown 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 green 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.
For more information, see: Using Task Custom Fields