✔️ Available on all subscriptions

What
Track key project, task, and client information that's unique to your business needs using custom fields.
Why
  • Capture and increase visibility of information most important to your workflow.
  • Filter and report based on custom field values.
Who
  • Site admins (in the owner company) can set, update, and remove custom fields on any project, task, or client.
  • Project admins can set, update, and remove custom fields on any projects they're an admin on.
  • Standard users and client users with the profile permission to:
    • Add projects (allows users to set, update, and remove custom fields on projects they're creating, only at the creation point)
  • Standard users and client users with the project permission to:
    • Add tasks (allows users to apply custom fields to tasks and update their values.
    • Manage project's custom fields (allows users to create new task custom fields directly on tasks)
When
Create a new field for each unique piece of client, project, or task data you need to track.
What
Track key project, task, and client information that's unique to your business needs using custom fields.
Why
  • Capture and increase visibility of information most important to your workflow.
  • Filter and report based on custom field values.
Who
  • Site admins (in the owner company) can set, update, and remove custom fields on any project, task, or client.
  • Project admins can set, update, and remove custom fields on any projects they're an admin on.
  • Standard users and client users with the profile permission to:
    • Add projects (allows users to set, update, and remove custom fields on projects they're creating, only at the creation point)
  • Standard users and client users with the project permission to:
    • Add tasks (allows users to apply custom fields to tasks and update their values.
    • Manage project's custom fields (allows users to create new task custom fields directly on tasks)
When
Create a new field for each unique piece of client, project, or task data you need to track.

Before you start

  • Custom fields must be created (by someone with the required permissions) before they can be populated on projects, tasks, or clients.
  • You can apply multiple (unique) custom fields to a project, task, or client.
  • Each individual custom field can only be applied once per project, task, or client. Ex. A project custom field named "Client ID" can only be applied once per project.
  • If an option in a dropdown or status field is edited or removed, the field turns blank on any items previously populated with that value.
  • The number of custom fields you can create depends on your Teamwork.com subscription.
  • Client custom fields are available when Clients view is turned on in your site's settings. 

Project custom fields

Apply and populate project custom fields

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project to view it.
  3. Click the ellipsis (Image Placeholder) on the project name's right.
  4. Select the Manage tab in the pop-out menu.
  5. Click Edit project.
  6. Select the Advanced Options step.
  7. Scroll to Assign a custom field.
  8. Click the Select Field dropdown and choose a custom field. Need more than one? Repeat this step for each field you need.
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  9. Next:
    1. Stop there: Click Update Project. This is great when you need your team to share data (ex. A client invoice number that's not been generated yet). Add the blank field so that team members can populate it later.
    2. Keep going: Select a corresponding value to populate the chosen field(s), then click Update Project. This is best when you have custom information you want to share from the outset. Ex. a client's industry.

The custom field is applied to the project and is visible along with any other applied fields with their corresponding values (if set). We'll discuss that in "View a project custom field" below.

View a project's custom field

Applied project custom fields can be viewed from a project's Dashboard.

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the project's Dashboard tab.
  4. Jump to the project's details panel on the Dashboard's left.
  5. Scroll to the relevant custom field in the panel. Tip! Custom fields are displayed with their custom labels rather than "Custom fields" as a heading — look out for the custom field icon (Image Placeholder).
Custom fields display with their current value (or "Not Set" if currently blank).

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💡 Site admins, project admins, and users with permission to manage custom fields can hover and click the pencil icon to update an existing field. A Set Field option is also displayed on blank fields.


Task custom fields

Apply and populate task custom fields

Apply and update tasks' custom fields from the task details panel in a project's Table or List view.
 
  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the project's Table tab. Alternatively, choose List.
  4. Click a task's name to open the task details panel.
  5. Scroll through the task's properties to custom fields. Custom fields are displayed below the task ID property and before the "Subtasks" subsection.
     
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  6. Click the relevant field to populate or change its value.

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💡 Task custom fields can be updated from the relevant custom field column in a project's Table view. 

View a task's custom field

View a task's existing custom fields from a project's Table view. You can also use the task details panel from Table or List view, though we recommend using Table view directly.
 
  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the project's Table tab.
  4. Click the plus (Image Placeholder) on the table header row's right.
  5. Hover over more, then toggle on any custom fields you want to display as columns in the project's Table view.

    Image Placeholder

     
  6. Scroll the tasks table horizontally to the relevant custom field column.
Custom fields already populated display their value in the field alongside each task. Otherwise, the field displays blank.

Custom fields are clickable, meaning you can set or change a field's value directly in Table view (provided you have the required project permissions, of course).
 
 



Client custom fields

Apply and populate client custom fields

Populate or update a client custom field from Clients view.

🔑 Site admins in the owner company and users (in the owner company) with permission to manage people and companies can manage clients' properties and set custom field values.

  1. Select Clients from Teamwork.com's main navigation menu. Clients might be hidden under ... More.
    💡 Don't see Clients view? An admin can check your site's settings and enable the view.
  2. Click the plus (+) in the view's top right.
  3. Scroll to the relevant client in the list.
  4. Scroll horizontally to the relevant custom field column.
    📝 Can't see the column you need? Click the plus (Image Placeholder) in the view's top right, then toggle on any custom fields you want to display as columns. Client custom fields are listed at the end of Available columns. Once enabled, they'll move up to Add/remove columns.
  5. Click the blank field to set a value. If the field is already populated, click the current value.

    Image Placeholder


View a client's custom fields

  1. Select Clients from Teamwork.com's main navigation menu. Clients might be hidden under ... More.
  2. Click the plus (Image Placeholder) in the view's top right.
  3. Toggle on any custom fields you want to display as columns in Clients view. Client custom fields are listed at the end of Available columns. Once enabled, they'll move up to Add/remove columns.
         Image Placeholder

Custom fields already populated display their value in the field alongside each client. Otherwise, the field displays blank.

Custom fields are clickable, meaning you can set or change a field's value directly in Clients view (provided you have the required project permissions, of course.


Best practices

  • Set up for success: Apply relevant custom fields when first creating items (projects, tasks, or clients).
  • Populate as you go: Share custom field requirements with your team and encourage them to fill them out as they create and manage work.
  • Guarantee visibility: Populate critical data points for projects, tasks, and clients from the outset so that anyone working with those items has all of the necessary information to hand.