Overview
Our amazing engineers and product team have been hard at work with revamping how custom fields work. Now custom fields support data validation and you can use them in reporting, integrations, and more!
Start the video at 16:28
To get access to this early access beta - please reach out to your CSM.
Join the Community Beta Group to discuss with others how they use it and see all updates!
Custom Fields used to only support text within the project "object". With new enhancements you will be able to use custom fields in:
Reports
Recipes
and more!
So how does it work?
Create the custom field in Company Settings
Define: where it will apply and what kind of data type it can use
Object Level (is this custom field going to be applied on the project or task level?)
Data Type (text, number, date, email, link, percentage, single select, and toggle)
Validate
Maintain accuracy and consistency of values
Minimum & Maximum (you can set number or length limits)
Require a value (during initial task or project creation)
Populate
Manually set values in UI
In task drawer
Project Table
Automatically via API
With recipe builder
Dynamic fields *this will be available later