Within Teamwork, you can
use task custom fields to save custom
details associated with your tasks.
Note: Custom fields are
available on per-user Premium/Grow
subscription
plans and above.
In order to use custom fields at
task
level, they will first need to be created by an
owner
company site administrator.
Setting custom fields when
creating
a task
When creating a new
task, go to the More tab in the task form
and choose Custom Fields from the dropdown.
Using the field dropdown, you can
select
which existing custom field(s) to set
for
the task. You will be able to choose
from any existing custom fields
specific to the current project as
well as
site level custom fields.
Note: Depending on your
project permissions, you may also have an
option to create a new project specific custom
field in this dropdown.
Once you have selected a custom field
type,
you can set the associated
value.
If there are other custom fields
available on your site that have not
yet
been applied to the task, you will
also
see a Select
Field dropdown at the
bottom
of the modal where you can set the
additional fields.
Note: There is no limit
to
the number of custom fields you can
add to
each task, but each custom field can
only be applied once per task.
When you apply a URL custom field to a task, click the Enter URL link to set the corresponding web address and text to display.
Setting custom fields on an
existing task
When viewing an existing task,
hover over the task name and click the
edit
pencil to the left of the
assignee avatar.
Go to the Custom Fields tab
and use the custom field dropdown to
apply existing fields to the
task.
Once you select a field, it
will be displayed in the tab with a
corresponding option to select a
value.
Viewing custom
fields on a
task
Existing custom fields
applied to a task can be
viewed in table view or via
the individual task
details
view.
- URL custom fields with populated values will be displayed as clickable links which will open the URL in a new browser tab when clicked.
In Table view, each
custom field can be displayed as an
individual column. Fields with values
already applied to the task will show
the value in the cell. If none is set,
it will display as None.
You can also click a task
name in Table view to open the task details quick
view where you can also view
the associated custom fields.
In the task details pane on the
left, each
existing custom field set for the
task 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
task.
All users with
access to the task will be
able to
see the
applied custom fields in
the task details
view.
When no value is selected
for a
custom field that is applied to a
task, it
will appear with an option
to Set
Field for users with
permission to edit tasks. For
users without permission to
update tasks, as well as
collaborators, it will be
displayed as Not
Set.
Editing custom fields on
a task
In Table view, users with
permission to edit tasks can click
the current value to view the
options and update the
value.
You can also click a task name in Table view to open the task details quick
view to view and manage the associated
custom fields.
When viewing an
individual task, you
can
hover over an existing custom
field in the left pane to
reveal
an Edit option.
Note: Only site
administrators, project administrators,
and users with permission to
update tasks can
edit custom fields on a task.
This will switch the task to edit mode
and open the Custom Fields tab
where you
can update the values of the existing
custom
fields.
If there are other custom fields
available on your site that have not yet
been
applied to the task, you will also see
a Select Field dropdown
at
the bottom of the modal where you can set
the
additional fields.
Note: If you are editing a
task 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
task.
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 tasks
Project administrators can set,
update, and remove custom fields on
existing tasks.
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 update
tasks can apply custom fields when
creating or editing a task.
Users with permission to manage
the project's custom fields can create new
custom fields directly on a task.
Templates
Task custom fields can also be used
with
task list templates:
- Creating a
task
list template - you
can apply
existing task custom fields to the
tasks in the template.
- Creating a
template from an existing task
list - any custom
fields applied to the original
tasks will automatically be
applied to the tasks in the new
template.
- Populating a
task list with tasks from a
template - any custom
fields currently set for the
template tasks will also be
applied to the tasks in your
project's task list.
For more information, see: Creating Task Custom
Fields