Create and add Custom Fields

  • Updated

You can create brand new Custom Fields or add existing Custom Fields from other locations in your Workspace.

What you'll need

  • 100 uses of Custom Fields are available on the Free Forever Plan.

  • Unlimited uses are available on all paid Plans.

  • Individual Custom Fields can be hidden from all guests.

Add existing Custom Fields

You can add existing Custom Fields to other Spaces, Folders, and Lists from tasks, from the Sidebar, and from views.

To create new Custom Fields for your entire Workspace, you can create them using a List or Table view at the Everything level.

Add existing Custom Fields from tasks

You can add existing Custom Fields right from any task. The Custom Field will be added to the List where the task lives.

  1. Open any task.

  2. Scroll down past the task description to the Custom Fields section.

  3. Click + Add or edit fields.

  4. Click use an existing field.

  5. You can search or browse through the available Custom Fields.

    1. Search: Enter a Custom Field name into the search field.

    2. Browse: Click the type headings to expand a list of available Custom Fields.

    3. Click the Places button to reveal where each Custom Field is used in your Workspace.

  6. Hover over the Custom Field you want to add to your tasks.

  7. Click Use this field.

  8. The Custom Field will be added to the List where the task lives.

Screenshot of a task highlighting the add or edit fields button.

 

Add existing Custom Fields from the Sidebar

You can add an existing Custom Fields to a new location from the Sidebar.

  1. Click the Space, Folder, or List settings ellipsis ... icon.

  2. Select More.

  3. Click Custom Fields.

  4. Click use an existing field.

  5. You can search or browse through the available Custom Fields.

    • Search: Enter a Custom Field name into the search field.

    • Browse: Click the type headings to expand a list of available Custom Fields.

    • Click the Places button to reveal where each Custom Field is used in your Workspace.

  6. Hover over the Custom Field you want to add to your Space, Folder, or List.

  7. Click Use this field.

  8. The Custom Field will be added to your location.

Screenshot of the existing fields modal highlighting the use this field button.

 

Add an existing Custom Fields from views

You can add existing Custom Fields from List and Table views to add them to any Space, Folder, or List in your Workspace.

From List view

  1. Open any List view in your Workspace.

  2. You can add columns to a List view one of two ways:

    • Click the + icon or

    • Click Show then Columns.

  3. Click use field from library.

  4. You can search or browse through the available Custom Fields.

    1. Search: Enter a Custom Field name into the search field.

    2. Browse: Click the type headings to expand a list of available Custom Fields.

    3. Click the Places button to reveal where each Custom Field is used in your Workspace.

  5. Hover over the Custom Field you want to add to your Space, Folder, or List.

  6. Click Use this field.

  7. The Custom Field will be added to your List view.

From Table view

  1. Open any Table view in your Workspace.

  2. You can add columns to a Table view one of three ways:

    • Click the + icon or

    • Click the Columns button or

    • Click Show then Columns.

  3. Click use field from library.

  4. You can search or browse through the available Custom Fields.

    1. Search: Enter a Custom Field name into the search field.

    2. Browse: Click the type headings to expand a list of available Custom Fields.

    3. Click the Places button to reveal where each Custom Field is used in your Workspace.

  5. Hover over the Custom Field you want to add to your Space, Folder, or List.

  6. Click Use this field.

  7. The Custom Field will be added to your Table view.

Add new Custom Fields from the Sidebar

You can create Custom Fields for specific Spaces, Folders, and Lists from the Sidebar.

  1. Click the Space, Folder, or List settings ellipsis ... icon.

  2. Select More.

  3. Click Custom Fields.

  4. Click New Custom Field.

  5. Select the type of Custom Field you want to create.

  6. Fill out the details for your new Custom Field.
    Note: The details will vary by Custom Field type.

  7. Click Create.

  8. The new Custom Field will be added to all tasks in the Space, Folder, or List.

Screenshot of the List settings menu highlighting the more and Custom Fields options.

 

Note: You can create Custom Fields at the Space, Folder, and List level, however, each Custom Field must be unique in its group. For example, if you create a Custom Field for a Folder, you can't create the same Custom Field with the same title in a List nested in the Folder.

Add new Custom Fields from views

You can hide or create new Custom Fields from List and Table views.

New Custom Fields will be added to the Workspace, Space, Folder, or List where the view lives.

From List view

  1. Open any List view in your Workspace.

  2. You can add columns to a List view one of two ways:

    • Click the + icon or

    • Click Show then Columns.

  3. Switch to the New Column tab.

  4. Select the type of Custom Field you want to create.

  5. Fill out any details to create your new Custom Field.

Note: The details will vary by Custom Field type.

  1. Click Add Column.

  2. Your new Custom Field will be added as a column to your List view.

From Table view

  1. Open any Table view in your Workspace.

  2. You can add columns to a Table view one of three ways:

    • Click the + icon or

    • Click the Columns button and select Add new Columns

    • Click Show then Columns.

  3. Switch to the New Column tab.

  4. Select the type of Custom Field you want to create.

  5. Fill out any details to create your new Custom Field.
    Note: The details will vary by Custom Field type.

  6. Click Add Column.

  7. Your new Custom Field will be added as a column to your Table view.

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