You can switch existing Custom Fields by location to Custom Fields by task type. 

This process can hide the values set on tasks, but your data will not be deleted.

To switch Custom Fields by location to Custom Fields by task type, follow these instructions. 

Custom task types feature availability and limits vary by plan and user role. Learn more

Before you begin

This process can hide the values set on tasks, but your data will not be deleted.

When an existing Custom Field by task type is switched to a Custom Field by location:

• The Custom Field is only available to tasks in the selected locations.
• The Custom Field is hidden from tasks using previously selected custom task types in other locations.
• Switching Custom Fields does not delete any values set on tasks.

Before you move a Custom Field by task type to a Custom Field by location, you'll see a warning letting you know how many tasks will be impacted by the change.

Recommendations

Before switching a Custom Field by task type to a Custom Field by location:

1. Review the tasks which use the custom task type. Note the Spaces, Folders, and Lists where those tasks exist. 

   You can use a view at the All tasks level and filter by task type.

2. Note if the tasks in a specific location are using the custom task type, but don't have any values set in the Custom Field.

   If tasks in a particular location are using the task type, but not using the Custom Field, you can exclude that location during the conversion process. You can always add Custom Fields to more locations later.

Switch an existing task type Custom Field

To switch an existing Custom Field, you'll need to:

1. Access the Custom Field's advanced settings.
2. Edit the Field belongs to setting.

Warnings are displayed when you attempt to make changes to the Field belongs to setting.

Access Custom Field advanced settings 

You can access Custom Field advanced settings from a task or from Custom Field Manager.

From a task:

1. In the Custom Field section of the task, hover over a Custom Field by task type. 
2. Click the pencil icon.
3. Click Advanced Settings.

From Custom Field Manager:

1. Find and hover over a Custom Field.
2. Click Edit.

Edit the Field belongs to setting

From the Custom Field editor:

1. In the Field belongs to section, click Location.
2. Click to Add field to location.
3. Select one or more Spaces, Folders, and Lists.
4. Click Save.
5. Review the details, then click Yes, proceed.

You can repeat these steps later to add the Custom Field  to additional locations.

After switching to a Custom Field by location

After switching a Custom Field by task type to a Custom Field by location:

1. Review the locations where your Custom Field has been added.
2. Add the field as a column to review the values set on tasks.

View hidden fields and their original values

You can make your fields and their original values appear on tasks by:

• Move the task into the selected location.
• Adding the Custom Field to additional locations.
• Or switch the field back to a Custom Field by task type. 

For example:

1. The Invoice task type uses a Paid? Custom Field, with two available options: Paid and Not Paid.
2. A task using the invoice task type has the Paid? Custom Field set to Not Paid.
   The task is located in the Incoming Tasks List.
3. The Paid? field is switched from a Custom Fields by task type to appear on tasks in the Accounts Payable List.
4. The Paid? Custom Field and its value (Not paid) are hidden on the task because it is not located in the Accounts Payable List.

To make the field and values visible on the task again, you can:

• Move the task into the Accounts Payable List.
• Add the Paid? Custom Field to the Incoming Tasks List.
• Switch the Paid? Custom Field back to a location-based field on the Accounts Payable list.