Within Teamwork, you can
use project custom fields to save custom
details associated with your projects.
In order to use custom fields at project
level, they will first need to be created by a site administrator or user with permission to manage custom fields.
Note: Custom fields are
available on per-user Premium/Grow subscription
plans and above.
Setting custom fields when creating
a
project
When creating a new
project, you can apply
custom fields in the Advanced Options step.
Using the Select Field dropdown, you can select
which existing custom field(s) to set for
the project.
Once you have selected a custom field,
you can set the associated value.
Note: There is no limit to
the number of custom fields you can add to
each project, but each custom field can
only be applied once per project.
For URL custom fields, click the Enter URL link to open a pop-up where you can set the web address and text to be displayed.
Setting custom fields on an
existing project
When viewing an existing
project, click the three dots to the right of the project name and select Edit project details in the Manage Project tab of the dropdown menu.
Go to the Advanced Options step where you can choose a custom field to assign to the project.
Viewing custom
fields on a
project
Existing custom fields
applied to a
project can be viewed via the
project's Dashboard section.
In the project details pane on the
left of the Dashboard section, each
existing custom field will be
displayed individually.
- You will see the custom field name
and the currently selected
value.
- The custom fields will be
displayed in the order they have
been applied to the project.
- For URL custom fields, the link will be clickable and will open in a new browser tab when clicked.
All users with access to the
project will be able to see the
applied custom fields in the Dashboard area.
When no value is selected
for a
custom field that is applied to a
project, it
will appear with an option
to Set
Field for project
administrators
and site administrators.
For standard users, it will be
displayed as Not Set.
Editing custom fields on
a
project
In the project details pane,
you can
hover over a custom field to reveal
an Edit option.
Note: Only project
administrators and site administrators can
edit custom fields on a project.
This will bring you to the Advanced Options step of the Edit a Project modal where you can manage the custom fields.
Note: If you are editing a
project that
has a dropdown custom field whose selected
value is no longer available in the site
settings, you will be prompted to choose
another value before saving the edited
project.
For dropdown custom fields, click
the x displayed to the right
of the currently selected value to remove it.
The dropdown will reopen where you can select
an alternative value. You can also click out
of the dropdown and have no value set. For
text and number fields, remove the current
information to leave the field blank.
You can also hover over a custom
field and click the X to the
far right to remove the custom field from the
project entirely.
Permissions
Site administrators in the owner
company
can:
- Manage custom
fields in the site settings
- Create new custom
fields in the site settings
- Set, update, and remove custom fields on
existing projects
Project administrators can set,
update, and remove custom fields on existing
projects.
Users with permission to manage custom fields can access the Custom Fields section of the site settings to manage existing custom fields and create new ones.
Users with permission to add
projects can apply custom fields when
creating a project.
For more information, see: Creating Project Custom
Fields