IN THIS ARTICLE

Overview

Add and edit custom fields

View and use custom fields

Use custom fields in timesheets


Overview

The Custom Fields section contains:

  1. Sidebar: navigate through time entries, tasks, projects, users and clients custom fields.

  2. Main pane: set up custom fields.

🎬 Watch custom fields video tutorial


Features

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, number, text, date, checkbox and currency.

How to add custom fields:

  1. In the sidebar select the data entity that you want to add a custom field to.

  2. In the main pane click on "+ Add Field".

  3. Choose the custom field type and complete the field or items if it is a dropdown field.

  4. 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 and more.

💡Tip: if you are using a custom field dropdown type add colors to your items by clicking on the gray square to the left of the item.

⚠️ Important:

  • There is a limit of 15 custom fields by level.

  • The dropdown can have up to of 30 items and each item's name up to 50 characters.


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.


Use 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:

  1. Go to Reports > Timesheets and create your report.

  2. In the table header right side controls, click on "columns" and select the custom fields that you want to display in your table.

💡Tip: Plan your custom fields in advance to get accurate reports.


Learn more about Timesheets


What’s next?

Client database

Employee database

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