Set Custom Fields on tasks

Set Custom Fields values from tasks, views, or the Bulk Action Toolbar. Available options vary by Custom Field type.

What you'll need

  • 60 Custom Fields uses are available on the Free Forever Plan.
  • Unlimited uses are available on all paid plans.
  • Individual Custom Fields can be hidden from all guests.

Set Custom Field values from tasks

To set a Custom Field value from a task:

  1. In the Custom Fields table, click an empty field.
  2. Type a value or select from the available options. You can also edit fields that have values.

Screenshot highlighting an empty field in a task's Custom Fields table.png

Set Custom Fields from views

Custom Fields displayed in List view, Table view, or Board view can be set directly from the view. Click the Custom Field to set it for individual tasks.

List view and Table view

To set a Custom Field in List view or Table view:

  1. In List view, create a column for your Custom Field if one does not exist.
  2. Where the Custom Field column and task row intersect, click the field.
  3. Type a value or select from the available options. You can also edit fields that have values.

Board view

To set a Custom Field in Board view:

  1. In the upper-right corner of the view, click Customize.
  2. From the Customize Board modal, select Fields.
  3. Click Custom Fields to open the Custom Fields modal. 
  4. Select the Custom Fields you want to show in Board view.
  5. In one of the Board view's task card, click the field. 
    Screenshot highlighting an empty Custom Field in board view.
  6. Type a value or select from the available options. You can also edit fields that have values.

Set Custom Fields in bulk

Set Custom Fields values for one or more tasks using the Bulk Action Toolbar in List view.

  1. In List view, hover to the left of the task and select it. You can select one or more tasks.
  2. In the Bulk Action Toolbar, click the Set Custom Fields icon.
    Screenshot highlighting the Set Custom Fields icon in the Bulk Action Toolbar.png
  3. Select the Custom Field.
  4. From the modal, set the Custom Field value.
    • Check the Send notifications checkbox to notify all assignees and watchers of the change.
  5. Click Save.

To use the Bulk Action Toolbar to set Custom Fields at the Everything level, you must have Custom Field permissions for all Spaces in your Workspace.  

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