Move Custom Fields to other Spaces, Folders, or Lists using the Custom Field Manager.

What you'll need

• The option to move Custom Fields is available on the Business Plus and Enterprise Plans.
• Custom Field Manager is available on every plan.
• Guests can't use the Custom Field Manager.
• On Business Plus and Enterprise Plans, members can access the Custom Field Manager if the Manage Custom Fields custom role permission is enabled for members.

Available fields

Most Custom Field types can be moved.

The following Custom Field types can't be moved:

• Files
• Formula
• Progress (Auto)
• Relationship
• Rollup
• Tasks

Move a Custom Field

Move Custom Fields to other Spaces, Folders, or Lists.

When moving a Custom Field up in the Hierarchy, the Custom Field is added to all tasks in the new location. You can choose a Folder, Space, or Workspace above the current location.

When you move a Custom Field down in the Hierarchy, no data is deleted from your tasks. The Custom Field will be hidden on tasks that are not in the new location.

You can always add the Custom Field back to a higher location. If a task previously had a value in the Custom Field, it will be restored.

When moving Custom Fields down, you can:

• Choose a List, Folder, or Space.
• See how many items will be impacted by moving the Custom Field, including:
  • Locations
  • Automations
  • Forms
  • View Filters
  • Tasks

Move a Custom Field

To move a Custom Field to a new location from the Custom field Manager:

1. In the left sidebar, select a location the Custom Field currently exists.
2. Click the Custom Field.
3. To expand all locations, click Locations.
4. Hover over the location and click Change Location.
5. Hover over the new location and click Select.
6. The Custom Field is moved and added to all tasks in that location.

A project management example

The following is a real-world example of moving a Custom Field between locations.

You can:

1. Create a Money Custom Field called Project budget in a Folder called Q4 Projects.
2. Populate the Project budget field on several tasks in various Lists.
3. Move the Custom Field to a specific project List called Budgeting.

The Project budget Custom Field will be hidden on tasks in any other List in the Q4 Projects Folder.

Then, move the Project budget Custom Field back up to the Q4 Projects Folder.

The field will be re-added to all the tasks in the Folder.

Any tasks that previously had an amount in the Project budget field will display the last value added before the Custom Field was moved down to the Budgeting List.