Edit Custom Fields

Update Custom Fields from tasks, the Custom Field Manager, and specific views. The details you can edit vary by Custom Field type.

Changes other than location-specific actions apply to all the tasks where the Custom Field is used.

What you'll need

  • 60 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.
  • Guests cannot edit Custom Fields or create new options for Custom Fields.

Edit Custom Fields from a task

To edit Custom Fields from a task:

  1. Open the task.
  2. Scroll down to the Custom Fields table and hover over the field you want to edit.
    • If you don't see the field, click Show more below the table.
  3. Click the edit icon.
    Screenshot of the edit icon in a task's Custom Fields table.png
  4. Update the Custom Field details. Details vary by field.
  5. Changes are automatically saved.

Edit Custom Fields from the Custom Field Manager

You can edit Custom Fields from the Custom Field Manager!

Edit Custom Fields from a List or Table view

You can edit Custom Fields from a Custom Field column header or when adding existing Custom Fields to your List or Table view.

Edit Custom Fields from its column header

To edit a Custom Field from its column header:

  1. Open the List or Table view.
  2. Click the Custom Field's column header. If you don't see the Custom Field, add it as a column.

    You can rename the Custom Field from the top of the column menu. Changes will apply to the Custom Field throughout your Workspace.

  3. Click Edit field to open the mini editor or Privacy and permissions to update its permissions.
    Screenshot highlighting the Edit field and Privacy and permissions options.png
  4. Update the Custom Field details. Details vary by field.
  5. Changes are automatically saved.

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