Set Custom Fields on tasks

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

What you'll need

  • 100 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.

Task view 3.0 is currently in beta. Join the 3.0 waitlist.

Set Custom Field values from tasks

Task view 3.0 has introduced several new features and UI updates! Click the following tabs to see instructions for setting Custom Field values in each task view version.

  • To set a Custom Field value in Task view 2.0:

    1. Open a task.
    2. In the lower-left, click the Custom Field you want to set. Click Show empty fields at the bottom of the table to see all available Custom Fields.
    3. Type or select from the available options.
  • To set a Custom Field value in Task view 3.0:

    1. Open a task.
    2. In the lower-left, click Custom Fields to open the section. Click Show empty fields at the bottom of the table to see all available Custom Fields.
    3. Click the Custom Field.
    4. Click the empty field next to the Custom Field.
    5. Type a value or select from the available options.

    Screenshot of the Custom Field table in Task view 3.0.

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

To set a Custom Field in List view:

  1. In List view, create a column for your Custom Field if one does not exist.
  2. Click the empty field where the Custom Field column and task row intersect.
  3. Type a value or select from the available options.

Table view

To set a Custom Field in Table view:

  1. In Table view, create a column for your Custom Field if one does not exist.
  2. Click the empty field where the Custom Field column and task row intersect.
  3. Type a value or select from the available options.

Board view

To set a Custom Field in Board view:

  1. In Board view, click Show in the upper-right corner.
  2. From the Show menu, select Custom Fields.
  3. Select the Custom Fields you want to show in Board view.
  4. Click the empty field next to the Custom Field on any task.
  5. Type a value or select from the available options.

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. Click the Set Custom Fields icon.
  3. Search or browse for 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.

Screenshot of the Set Custom Fields option in the Bulk Action Toolbar.

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