Overview

The Custom Fields section contains:

Sidebar: navigate through time entries, tasks, projects, users and clients custom fields.
Main pane: set up custom fields.

Add and edit custom fields

Roles: admin | Paid Feature

With custom fields you can add extra information to your time entries, tasks, projects, users, and clients. Depending on the kind of values you'll set for a given field, you can specify one of the following types:

Dropdown
List
Multiple selection
Number
Text
Date
Checkbox
Currency

How to add custom fields:

Go to Manage>Custom Fields.
On the sidebar, select the data entity that you want to add a custom field to.
In the main pane, click on "+ Add Field".
Choose the custom field type and complete the field or items if it is a dropdown field.
Mark the custom field as default if you want it to be displayed in the user interface.

💡 Useful for: Adding project codes, task status, locations, billing information, employee data, timesheets approval, client tiering, and more.

If you are using a custom field dropdown type, add colors to your items by clicking on the gray square to the left!

⚠️ Limits:

There is a cap of 15 custom fields per level.
The dropdown can have up to of 30 items.
Each item's name can have up to 50 characters.
List and Multiple Selection options will both allow unlimited amount of items per custom field.

View and use custom fields

Roles: all roles | Paid Feature

Tasks and projects

You'll find the custom fields when adding or editing a task or project.

Hours

You'll find the custom fields when adding or editing your time entries.

Clients

You'll find the custom fields when adding or editing your client database.

Team members

You'll find the custom fields when adding or editing your employee database in the Team section.

Report on your custom fields in Timesheets

Roles: admin | Paid Feature

Each custom field will represent a column in timesheets that you can enable or disable at any time. You can use custom fields to create filters and groups in your timesheets.

How to display custom fields in your timesheets:

Go to Reports > Timesheets and create your report.
In the table header right side controls, click on "columns" and select the custom fields that you want to display in your table.