Custom Fields
Add workspace-defined fields to tasks and projects — 14 field types, inline editable, and visible everywhere.
Every team has data the standard task form doesn't capture — client name, release train, risk score, contract type. Custom fields let an admin add those fields once, and they show up on every task form, detail page, list column, and filter.
Screenshot needed — add an annotated image showing this UI
Where Custom Fields Apply
You can add custom fields to both:
- Tasks — visible on every task across every project
- Projects — visible on the project settings / overview
Each field is scoped to the workspace, so once defined, it's consistent everywhere.
Supported Field Types
Workestra supports 14 field types:
| Type | Use For |
|---|---|
| Text | Short strings (e.g. "Ticket ID") |
| Long Text | Multi-line notes |
| Number | Integer or decimal, with optional min/max |
| Currency | Monetary value with symbol |
| Percent | 0–100 value |
| Date | Date picker |
| Datetime | Date with time |
| Checkbox | True/false |
| Single Select | Dropdown with defined options |
| Multi Select | Pick several from a list |
| URL | Clickable web address |
| Validated email | |
| Phone | Phone number |
| User | Any workspace member |
Only workspace Admins and Owners can create or edit custom fields. Regular members can read and fill them in.
Creating a Custom Field
- Go to Projects → Settings → Custom Fields
- Pick the tab — Task or Project
- Click Add Field and configure:
| Setting | Description |
|---|---|
| Label | Display name |
| Key | Auto-generated identifier (immutable) |
| Type | One of the 14 types above |
| Required | Must be set before a task can be created or saved |
| Default value | Pre-fill on new records |
| Description | Help text shown under the field |
- For Select / Multi Select, add the list of options
- For Number / Currency / Percent, optionally set min and max
- Click Create Field
Where They Show Up
Once created, a custom field appears:
- On the task create form
- On the task detail panel
- As an optional column in the Table view
- As a filter in the List / Board / Table views
- As a group-by option on the Board
- In automation conditions and actions
- In the REST API response payload
Editing and Deleting Fields
- Edit — update label, description, options, default, validation (the key is fixed)
- Delete — removes the field everywhere and clears its values from existing tasks
Deleting a field is permanent. If you just want to stop using it, consider removing it from the form instead of deleting.
Next Steps
- Automations — trigger on custom field changes
- Tasks — fill in custom fields
- REST API — read and write custom field values programmatically