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Workspace settings

Create custom fields

Add boxes such as Budget or Channel to every project.

Studio plan and aboveOwners and admins1 min read
  1. Open Settings, then Workspace, then Custom fields
  2. Choose Add
  3. Type a Field name

    For example “Budget”.

  4. Choose a Type

    Text, Number, Date or Dropdown.

  5. For a Dropdown, type the Options (comma separated)

    For example Owned, Earned, Paid.

  6. Reorder or delete fields with the arrow and trash buttons
  7. Choose Save changes

    The new fields appear in every project under Custom fields.

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