Finding things and answering questions
Custom fields
Your own fields on tasks or projects — a budget, a PO number, a stage picked from a list — on the page, in the filters, the columns and the spreadsheets.
A custom field is a question your team asks of every task, or of every project: what is the budget, which PO is this, what stage is the contract at. You name it, say what kind of answer it takes, and it appears on every task or project, ready to fill in. Nothing is ever required: a task with no answer is a perfectly normal task.
Custom fields are one of the switches in Team settings → Features, and a new team starts with them off. An admin turns them on there.
A word that is simply on or off — #design, #waiting-on-client — is still a tag. A field is for an answer with a kind.
Making a field
Under Team settings → Custom fields, an admin adds one:
- The name — Budget, PO number, Stage.
- The kind — Yes / no, Number, Money, Date, Text, or One of a list (with the options, one per line: Draft, Sent, Signed).
- On — tasks or projects.
- Help text, if the name is not enough: Before tax, From the client's order.
Each field gets a short key made from its name — budget, po-number — which is how a link
names it. The arrows move a field up or down; Edit renames it or changes its
list or help text. The key stays the same through a rename, so links people have saved keep
working.
Everyone on the team can see the list; only an admin changes it. Delete takes the field off every task or project, answers included, and says how many answers first. To put fields away without losing anything, switch Custom fields off instead.
Taking an option off a list does not change the tasks that already have it: they keep the word, and it can no longer be picked.
Filling them in
On a task's page, each task field is a row under Billable in the Details list. Click the value to change it — a menu, a date or a box, whichever the kind needs — and it saves itself when you pick or leave the box. Clear takes the answer off. Anyone who can edit the task can fill it in, and the change goes into the task's history — set Budget to 1,200.00 — and to the people who watch it, like a change of priority.
A project's fields sit under its name on the project page. Admins change them in place, the same way.
Money is written with two decimals and no currency sign; if the currency matters, say it in the name or the help text — Budget (USD).
Finding work by a field
Wherever tasks are listed — the Tasks table, a project's board and calendar — each task field has a filter; the Projects page has one for each project field. A yes/no or a list is a menu. The other kinds take a box, and the box understands:
| Type | Finds |
|---|---|
1000 |
exactly that |
>=1000, >1000, <=1000, <1000 |
more or less than it |
100..500 |
between the two, both included; 100.. or ..500 leave one end open |
2026-10-01..2026-10-31 |
dates, the same way |
| a word | text fields that contain it |
none, any |
no answer yet, or any answer |
The address carries it — field[budget]=>=1000 — so a filtered list is a link you can send, and a
saved view keeps it. Each filter shows as a chip you can remove.
In the Tasks table, each task field is also a column: tick it in Columns. Ticked columns go into the table's CSV download too.
Taking it all home
The zip of your whole team, from Team settings, lists your fields and gives every task and project its answers by key, and its tasks.csv has a column for each task field.
Billable is built in
Whether work is billable is not a custom field you have to make: it is its own switch, Billable, in Features. With it on, every task has a Billable row, its hours follow it unless an entry says otherwise, and Hours logged splits the hours in two. See Due dates, estimates, and logging time.
With custom fields switched off
Switching custom fields off takes away the settings panel, the controls on tasks and projects, the filters and the columns. It never takes an answer off anything: an answer already given still shows on its task or project, a link that filters by a field still works, and turning the switch back on loses nothing.