Account level custom fields

This section allows you to create and manage custom fields that are available across your entire account.
We also have project level custom fields that only show within specific projects. You can find out more information about project-level custom fields here:  https://kb.project.co/p/SfxseJZIOc7oPx/Project-level-custom-fields 
These account-level custom fields provide a standardized way to add specific information to your projects, tasks, files, or people, ensuring consistency and enabling better organization and reporting.


How Custom Fields Work

Custom fields allow you to capture and categorize information that is unique to your business or workflow. Account-level custom fields are accessible and applicable across all projects within your account, providing a consistent data structure.  Project-level custom fields⁠ , which are managed separately, are specific to individual projects.

Applies to: Project, Task, File, People

This section displays a list of custom fields that you have created at the account level and that are designed to be applied to projects, tasks, files or people. These fields can be used to add specific details or classifications to each entity within your account.

To add a new account-level custom field, follow these steps:

Adding a New Custom Field

    Open the New Custom Field Popup:On the "Account Custom Fields" page, locate and click the "New custom field" button or text. This action will open a popup window titled "New Custom Field."
    Configure Your Custom Field:Within the "New Custom Field" popup, you will find several options to define your new custom field:
  • Name: Enter a descriptive name for your custom field. This name will be displayed wherever the custom field is used.
  • Applies To: Select which type of item this custom field will be associated with. You must choose one of the following:
  • Project: The custom field will be available for all projects in your account.
  • Task: The custom field will be available for all tasks in your account.
  • File: The custom field will be available for all files in your account.
  • People: The custom field will be available for all user profiles in your account.
  • Type: Choose the type of data your custom field will store. Common types include:
  • Text: For short text entries.
  • Number: For numerical values.
  • Select: If you choose "Select," additional options will appear to define the choices for this custom field.

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    Add Options (if Type is "Select"):If you selected "Select" as the custom field type, you must define the available options for this field.
  • Add an Option Button: Click this button to add a new option to your custom field.
  • Option Name: For each new option, enter its name. This is the text that users will see and select.
  • Color: You can assign a color to each option, which can help with visual identification in the application.
    Create the Custom Field:Once you have configured all the necessary details for your custom field, including its name, what it applies to, its type, and any options (if applicable), click the "Create New Custom Field" button.A "Custom field created successfully" message will appear, and your new custom field will be added to the relevant "Applies to" section on the "Account Custom Fields" page.
Permissions: Only Team Admins have the necessary permissions to create new account-level custom fields.

Permissions

The ability to create and manage account-level custom fields is a feature available on specific plans. If your current plan does not include custom fields functionality, a message will indicate that you need to upgrade your plan to utilize this feature. Only Team Admins have permission to modify these settings.