Custom Field
Custom Field
The Custom Fields module allows users to extend the default data model of Projects, Tasks, and Members by adding their own personalized fields. This provides flexibility for tracking specific metrics, attributes, or requirements unique to an organization's workflow. Unlike standard fields (like "Start Date" or "Assignee"), Custom Fields are entirely configurable by the organization.
Roles and Permissions:
Organization Owner/Manager :
- They can View, Add, Delete, Edit and custom field.
Delivery Head :
- They can View, Add, Delete, Edit and custom field.
Project Manager (User) :
- They can View, Add, Delete, Edit and custom field.
User :
- They can View and input values for tasks assigned to them (if the field is visible).
Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/
Supported Field Types and Usage Example
Type | Icon | Best Used For | Example |
|---|---|---|---|
Single Line Text | | Alphanumeric codes, brief notes, identifiers. | Client Project ID, Referral Source |
Number | | Quantifiable metrics, financial data, percentages. | Budget Estimate, Completion %, Story Points |
Select / Dropdown | | Standardizing inputs to a strict set of options. | Priority (High/Med/Low), Department, Status |
Date | | Deadlines, milestones, or event dates. | Target Release Date, Contract Sign Date |
Checkbox | | Binary flags or simple toggles. | Billable?, Urgent?, Requires Approval? |
People | | Assigning secondary responsibilities or stakeholders. | QA Lead, Code Reviewer, Project Sponsor |
Rating | | Subjective evaluations or scoring. | Risk Level (1-5), Customer Satisfaction |
Website URL | | Linking to external resources or tools. | Figma Design Link, Jira Ticket URL |
Step 1: Navigate to Custom Field on the sidebar and Click on Create Field
Step 2: Choose Type:
Select the appropriate data type.
Note: You can convert some types later, but not all.
Step 3: Configuration:
- Label: Enter a unique, descriptive name.
Module Assignment:
- Projects : Field appears in Project settings and lists.
- Task : Field appears in Task details.
- Task List : Field appears in specific task list
Project Assignment (for Project/Task fields):
- Select specific projects or All projects
Options (Dropdown only):
- Create options (e.g., "Pending", "Approved").
- Assign colors for visual distinction in reports.
- Two options cannot contain same colors.
Validation:
- Required: Forces users to enter a value. Good for critical compliance data.
- Show to clients: Ensures that clients can also view the custom field.
- Allow for new projects: Ensures that the custom field will also be available for new projects.
Step 4: Preview:
Verify how the input will look to users, and Click on Create Field.
Converting Custom Fields
Data needs change. You might start with a specific "Number" field but realize you need "Text" to allow prefixes.
Supported Conversions:
Number → Text: (123 → "123")Dropdown → Text: (Selected Option Label → "Label")Date → Text: (2023-10-25 → "2023-10-25")Checkbox → Dropdown: (True/False → "Yes"/"No" options)
Restrictions:
You Cannot convert non-strict types(Text) to strict Types(Number,Dropdown) because existing text might not validate (E.g., "Three" cannot become a number).
Supported conversions are
'text' => []'number' => ['text']'dropdown' => ['text']'date' => ['text']'checkbox' => ['text', 'number', 'dropdown']'people' => []'rating' => ['number', 'text']'url' => ['text']
Merging Custom Fields
Use this to clean up your data. For example, if one manager created "Client #" and another created "Client ID", you can merge them.
Step 1: **Select multiple fields (must be same **Type and Module) and click on Merge Button.
Step 2:
Conflict Resolution: If both fields have data for the same project/task, which one wins?
- Keep Most Recent: The value directly updated last remains.
- Keep Oldest: The original value remains.
Updated on: 18/05/2026
Thank you!