Within Teamwork, you can use task custom fields to save custom details associated with your tasks.

Note: Custom fields are available on the per-user Premium subscription plan 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, select the Custom Fields tab and click Add Custom Field to access the existing custom fields available to use.

Image Placeholder


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 project as well as site level custom fields.

Image Placeholder


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.

Image Placeholder


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.


Setting custom fields on an existing task

When viewing an existing task, hover over the task name and click the edit pencil to the right of the assignee.

Image Placeholder

Go to the Custom Fields tab and select Add Custom Field to access the existing custom fields you can apply to the task.

Image Placeholder



Viewing custom fields on a task

Existing custom fields applied to a task can be viewed via the task details view.

Go to the Tasks tab of your project and click the relevant task name to open the details view.

Image Placeholder


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.
Image Placeholder


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.


Image Placeholder


For users without permission to update tasks, as well as collaborators, it will be displayed as Not Set.

Image Placeholder


Editing custom fields on a task

In the task details view, you can hover over an existing custom field in the left pane to reveal an Edit option.

Image Placeholder


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.

Image Placeholder


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.

For dropdown custom fields, click the 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.


Image Placeholder


You can also hover over a custom field and click the to the far right to remove the custom field from the task entirely.


Image Placeholder

Permissions

Site administrators in the owner company can: 

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:


For more information, see: Creating Task Custom Fields