Custom fields can be used to track information such as:
Number of workers assigned to a task.
Actual start and finish times.
Total working hours spent on a task.
Other task-specific information you want to record.
Custom fields are created at project level and are available on all tasks within the project.
Custom fields cannot be copied between projects.
Create a Custom field
Go to Project settings.
Select Custom fields.
Start entering the name in the field for Add a new custom field.
Select one of the available field types:
Free text – Enter text or numerical values.
Date/Time – Record a specific date and time.
Click the green checkmark to save.
You can create multiple Custom fields depending on the information you want to track.
To edit or delete an existing Custom field, click the pencil icon next to the field.
Report on Custom fields
You can now update Custom fields when reporting progress on a task.
On the web application:
Open the task.
Go to the Status bar and press the bar to activate the Custom fields.
Enter or update the Custom field values.
Click Update progress to save.
On the mobile application:
Tap the text "Tap to view all custom fields"
Click the text field.
Fill in the pop-up window.
Click Submit.
You can update Custom fields multiple times throughout the task, just as you can report progress multiple times.
All updates are recorded in the task's audit trail, allowing you to view previous values and track changes over time.
Export Custom fields to CSV
You can include Custom field data when exporting your project to a CSV file.
Press the download symbol and select Download CSV.
Tick Include Custom fields.
Press Download.
The Custom field names and their corresponding values are included in the last columns of the exported file.
Note: The CSV export only includes the most recently reported values for each Custom field. Previous values are not included in the export but remain available in the task's audit trail.
Need help? Chat in the app or contact our support here.