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:
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💡 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:
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💡 Plan your custom fields in advance to get accurate reports.
FAQ
How do I add a client to a time entry?
In TrackingTime, the Client field is associated at the project level by default. If you need to assign a client at the time entry level, you can achieve this using Custom Fields:
Go to Manage > Custom Fields.
At the top of the screen, select Hours.
Click "Add Custom Field".
Name it “Client” and choose Dropdown as the type.
Add your list of clients as options.
This field will now appear in the Hours tab when creating or editing time entries. You can also display it in Timesheets, and use it for filtering or grouping reports.
How do I add a client to a task?
In TrackingTime, the Client field is built for use at the project level. If you need to assign a client to an individual task, you can do so using Custom Fields:
Go to Manage > Custom Fields.
At the top of the screen, select Tasks.
Click "Add Custom Field".
Name it “Client” and select Dropdown as the field type.
Add your client list as options.
This will allow you to tag tasks with clients, view that info in the task panel, and also use it for filtering, grouping, or as a column in your Timesheets, as well as add it as a graphic at the bottom of the Dashboard report.