You can use Custom Fields to track, sort, and filter work.
What you'll need
- 60 Custom Field uses are available on the Free Forever Plan.
- Unlimited uses are available on paid plans.
- Individual Custom Fields can be hidden from all guests.
- Guests can search, sort, and filter tasks by Custom Fields.
Search tasks by Custom Field
You can search for tasks using the view search bar in the upper-right corner of any List, Folder or Space.
By default, task names, descriptions, and Custom Fields are included in the results. To customize the fields you want to search, click the ellipsis ... menu in the search bar to toggle on or off options.
Search bar preferences apply to all views in your Workspace.
You can search for tasks using the values stored in specific types of Custom Fields. Searchable Custom Field types include:
- Text
- Long text
- Dropdown
- Label
- Phone
- Website
- Location
Sort tasks by Custom Fields
You can sort tasks by Custom Fields in List and Table view.
- Ensure the Custom Field is displayed as a column.
- Click the column heading to sort.
- Once sorted, you can:
- To reverse the sorting order, click the arrow icon.
- To clear sorting, click the column heading and click Clear sort.
Learn how to manually sort Custom Fields in tasks across your Workspace.
Filter tasks by Custom Fields
You can filter tasks by Custom Fields in List, Board, Calendar, and Table views. Filter preferences vary based on Custom Field type.
- At the top of the view, click Filters. If you don't see this option, click Filter in the upper-right.
- Using the first dropdown, select the Custom Field you want to filter by.
- Set the other filter preferences and values.
- Your view automatically updates.
When filtering by a People Custom Field, you can only select users with permissions to the List, Folder, or Space you are in.