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:
- Open the task.
- 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.
- Click the edit icon.
- Update the Custom Field details. Details vary by field.
- To see additional Custom Field details in the Custom Field Manager, click Advanced settings.
- 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:
- Open the List or Table view.
- 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.
- Click Edit field to open the mini editor or Privacy and permissions to update its permissions.
- Update the Custom Field details. Details vary by field.
- To see additional Custom Field details in the Custom Field Manager, click Advanced settings.
- Changes are automatically saved.