Set default values for Custom Fields

Set default Custom Field values to save time! When you set a default value, every new task you create will have the value until it's overridden. 

What you'll need

  • 60 Custom Fields uses are available on the Free Forever Plan.
  • Unlimited uses are available on paid plans.
  • Guests with edit or full permissions can edit existing Custom Fields but cannot create new ones.
  • You can set default values for Custom Fields on all plans.

Available fields

You can set a default Custom Field value for the following field types:

  • Checkbox
  • Date
  • Dropdown
  • Email
  • Labels
  • Location
  • Money
  • Number
  • Phone
  • Progress (Manual)
  • Rating
  • Text
  • Text area (Long Text)
  • Website

You can't set default values for AI Fields.

Set a default value

To set a default value from the Custom Field Manager:

  1. Click the Custom Field to open the editor sidebar.
  2. Hover over the value that you want to make the default.
  3. Select Set default.
    Screenshot of the Set default button.png
  4. In the lower-right corner, click Save.