✔ Available on
Free Forever, Starter, Deliver, Grow, and
Scale subscriptions 1
Within Teamwork.com, 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.
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
1. Also available on legacy
subscriptions: Pro, Premium,
Enterprise.