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Custom Fields (Account Level)
Custom Fields (Account Level)
This article describes how to create and manage account level custom fields.
Updated over a week ago

Custom fields let you collect the data you want to collect on various entities within This enables you to use your account to collect the right data for your business needs.

Account Level custom felds can be created on the following entities:

  • Projects

  • Tasks

  • Groups

  • People

We have 2 levels of custom field. This article is to discuss the Account Level custom fields but we also have Project Level custom fields as well. See the article: Custom Fields (Project Level).

Account Level custom fields will show on all entities within the system. They are created at the account level and apply to everything within the system. So if you create an account level custom field for tasks then it will show on all tasks on all projects.

The Custom Fields page can be accessed by going to the "Options" button from your main dashboard page. Click on "Account Settings":

And then by clicking on "Custom Fields":

Once on the page you will be able to create a new custom field. You can do this by clicking on the "+ New Custom Field" button at the top left. This will open a pop up:

To create a new custom field you need to specify the following information:

  • Applies to - This determines which entity within the custom field will apply to. You can choose from:

    • Project

    • Task

    • Group

    • People

  • Name - This is a text field so you can name your custom field.

  • Type - This lets you specify the type of custom field you want to create. The type of field will largely depend on what type of data you want to collect and how you want this to be displayed and used within your account. You can choose from:

    • Text

    • Textarea

    • Numeric

    • Currency

    • Percent

    • Select

    • Select-Color

    • Multiselect

  • Required - If you check this then providing a value for this field will be required when anyone completes a page that has this field on it. This is a great way to make sure this field has a value at all times.

  • Allow filter by - This will mean this field will also show in the filter so you can filter your views by this field.

When you have created a custom field it will show in the table below:

By default the custom fields are grouped by the entity the apply to but you can specify different grouping or remove grouping altogether by selecting another option from the grouping dropdown above:

Once a custom field has been created it will show on the relevant forms for the entity you have applied it to. For example the "Priority" field I have created in the example above will show on the create new project and edit project forms:

Once a custom field has been created you have 3 options to choose from in the "Options" button:

  • Edit - This will open the "Edit Custom Field" pop up so you can edit the settings for your custom field.

  • Disable - This will disable your custom field so it doesn't show anywhere in your account. It doesn't delete the custom field or any of it's data, it will just prevent it from showing anywhere in your account. You can restore the custom field as and when you are ready.

  • Delete - This will delete the custom field and all of it's data.

Also, see the article: Custom Fields (Project Level)

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