{"id":792,"date":"2024-05-16T04:56:57","date_gmt":"2024-05-16T04:56:57","guid":{"rendered":"https:\/\/help.proofhub.com\/swift\/?p=792"},"modified":"2024-06-25T09:57:36","modified_gmt":"2024-06-25T09:57:36","slug":"how-to-add-and-manage-custom-fields","status":"publish","type":"post","link":"https:\/\/help.proofhub.com\/swift\/tasks\/how-to-add-and-manage-custom-fields","title":{"rendered":"How to add and manage custom fields"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"introduction-to-custom-fields\"><\/span><strong>Introduction to custom fields<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>ProofHub takes project management a step further with custom fields. Capture the specific information that matters most to your projects. Go beyond basic task details and add fields for things like budgets, deadlines, priorities, or anything unique to your workflow. This guide will show you how to create custom fields, choose the right data type (text, numbers, dates, etc.), and leverage them to gain deeper insights into your projects.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"types-of-custom-fields\"><\/span><strong>Types of custom fields<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Text:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The text field allows you to save data of any type in a single line.<br><img loading=\"lazy\" decoding=\"async\" width=\"1092\" height=\"754\" class=\"wp-image-828\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.30.21-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.30.21-AM.png 1092w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.30.21-AM-300x207.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.30.21-AM-1024x707.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.30.21-AM-768x530.png 768w\" sizes=\"auto, (max-width: 1092px) 100vw, 1092px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> Ideal for capturing short, concise information such as names, titles, or keywords.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Textarea:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The textarea field is similar to the text field but allows data entry that appears in multiple lines.<br><img loading=\"lazy\" decoding=\"async\" width=\"1093\" height=\"754\" class=\"wp-image-829\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.32.56-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.32.56-AM.png 1093w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.32.56-AM-300x207.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.32.56-AM-1024x706.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.32.56-AM-768x530.png 768w\" sizes=\"auto, (max-width: 1093px) 100vw, 1093px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> Suitable for longer descriptions, notes, or comments requiring more space.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Dropdown:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The dropdown field enables you to create a list of selectable options. Customize the options and apply color coding for better visual distinction.<br><img loading=\"lazy\" decoding=\"async\" width=\"1095\" height=\"754\" class=\"wp-image-827\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.28.16-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.28.16-AM.png 1095w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.28.16-AM-300x207.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.28.16-AM-1024x705.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.28.16-AM-768x529.png 768w\" sizes=\"auto, (max-width: 1095px) 100vw, 1095px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> Great for categorizing tasks or selecting specific attributes from a predefined list.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Multi-select:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The multi-select field allows you to choose multiple customized values.<br><img loading=\"lazy\" decoding=\"async\" width=\"1096\" height=\"753\" class=\"wp-image-830\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.47.34-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.47.34-AM.png 1096w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.47.34-AM-300x206.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.47.34-AM-1024x704.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.47.34-AM-768x528.png 768w\" sizes=\"auto, (max-width: 1096px) 100vw, 1096px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> Useful when a task or item can belong to more than one category or attribute.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Numbers:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The numbers field is used to store numeric data, including negative, positive, decimal, and exponential figures.<br><img loading=\"lazy\" decoding=\"async\" width=\"1097\" height=\"754\" class=\"wp-image-831\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.49.58-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.49.58-AM.png 1097w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.49.58-AM-300x206.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.49.58-AM-1024x704.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.49.58-AM-768x528.png 768w\" sizes=\"auto, (max-width: 1097px) 100vw, 1097px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> Ideal for tracking quantities, amounts, or numerical metrics associated with tasks.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Percentage:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The percentage field is designed to store percentage data.<br><img loading=\"lazy\" decoding=\"async\" width=\"1094\" height=\"753\" class=\"wp-image-832\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.51.25-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.51.25-AM.png 1094w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.51.25-AM-300x206.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.51.25-AM-1024x705.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.51.25-AM-768x529.png 768w\" sizes=\"auto, (max-width: 1094px) 100vw, 1094px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> Useful for tracking progress, completion rates, or any other metric represented as a percentage.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Currency:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The currency field stores data in different currency types. ProofHub supports default currency types such as $ USD, $ CAD, \u00a3 GBP, \u20ac EUR, and more. Additional currency types can be added.<br><img loading=\"lazy\" decoding=\"async\" width=\"1090\" height=\"751\" class=\"wp-image-833\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.52.56-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.52.56-AM.png 1090w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.52.56-AM-300x207.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.52.56-AM-1024x706.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.52.56-AM-768x529.png 768w\" sizes=\"auto, (max-width: 1090px) 100vw, 1090px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> Essential for managing financial data and costs associated with tasks.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Date:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The date field allows you to save specific dates related to tasks.<br><img loading=\"lazy\" decoding=\"async\" width=\"1092\" height=\"753\" class=\"wp-image-834\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.54.41-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.54.41-AM.png 1092w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.54.41-AM-300x207.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.54.41-AM-1024x706.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.54.41-AM-768x530.png 768w\" sizes=\"auto, (max-width: 1092px) 100vw, 1092px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> Helpful for setting task deadlines, milestones, or tracking time-sensitive information.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Priority:<\/strong>\n<ul class=\"wp-block-list\">\n<li><strong>Description:<\/strong> The priority field helps define task priority levels within a task list. It can be added once per task list and comes with predefined priority stages.<br><img loading=\"lazy\" decoding=\"async\" width=\"1094\" height=\"752\" class=\"wp-image-835\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.55.58-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.55.58-AM.png 1094w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.55.58-AM-300x206.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.55.58-AM-1024x704.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.55.58-AM-768x528.png 768w\" sizes=\"auto, (max-width: 1094px) 100vw, 1094px\" \/><br><img loading=\"lazy\" decoding=\"async\" width=\"1147\" height=\"718\" class=\"wp-image-838\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-12.00.21-PM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-12.00.21-PM.png 1147w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-12.00.21-PM-300x188.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-12.00.21-PM-1024x641.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-12.00.21-PM-768x481.png 768w\" sizes=\"auto, (max-width: 1147px) 100vw, 1147px\" \/><\/li>\n\n\n\n<li><strong>Use case:<\/strong> This enables you to categorize and prioritize tasks based on urgency or importance.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"add-custom-fields\"><\/span><strong>Add custom fields<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Method 1:<\/span> Add a new custom field from the table view<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><span style=\"text-decoration: underline;\">Open the custom field options:<\/span><\/strong> Start by accessing the &#8220;<strong>Table view<\/strong>&#8221; within the tasks section of your project in ProofHub. Scroll to the far right of the screen where you&#8217;ll find a plus icon (<strong>+<\/strong>).<br><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"752\" class=\"wp-image-793\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.09.49-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.09.49-AM.png 1440w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.09.49-AM-300x157.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.09.49-AM-1024x535.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.09.49-AM-768x401.png 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Custom field type:<\/span><\/strong> Click on the plus icon, then choose your desired custom field type from the &#8220;<strong>Add field<\/strong>&#8221; option.<br><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"751\" class=\"wp-image-794\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.15.03-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.15.03-AM.png 1440w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.15.03-AM-300x156.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.15.03-AM-1024x534.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.15.03-AM-768x401.png 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Configure custom field details:<\/span><\/strong> After selecting the field type, provide the necessary details based on the type chosen:<br><img loading=\"lazy\" decoding=\"async\" width=\"715\" height=\"467\" class=\"wp-image-795\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.22.12-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.22.12-AM.png 715w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.22.12-AM-300x196.png 300w\" sizes=\"auto, (max-width: 715px) 100vw, 715px\" \/>\n<ul class=\"wp-block-list\">\n<li><strong>Field name\/title:<\/strong> Enter a name for the custom field.<\/li>\n\n\n\n<li><strong>Field description:<\/strong> Optionally, add a description for the field. This description will appear as a tooltip when you hover over the field name.<\/li>\n\n\n\n<li><strong>Field configuration:<\/strong> Depending on the selected field type, make any required changes or configurations (e.g., defining dropdown options, setting default values, etc.).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Save the custom field:<\/span><\/strong> Click on the &#8216;<strong>Add<\/strong>&#8216; button to save the field.<\/li>\n<\/ol>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Method 2:<\/span> Add a new custom field from the task window<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><span style=\"text-decoration: underline;\">Open the custom fields section:<\/span><\/strong> Open the task window of the specific task where you want to add a custom field. Within the task window, click on the &#8220;<strong>Add field<\/strong>&#8221; option.<br><img loading=\"lazy\" decoding=\"async\" width=\"1148\" height=\"713\" class=\"wp-image-796\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.24.51-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.24.51-AM.png 1148w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.24.51-AM-300x186.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.24.51-AM-1024x636.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.24.51-AM-768x477.png 768w\" sizes=\"auto, (max-width: 1148px) 100vw, 1148px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Configure custom field details:<\/span><\/strong> After selecting the field type, provide the necessary details based on the type chosen:<br><img loading=\"lazy\" decoding=\"async\" width=\"715\" height=\"467\" class=\"wp-image-795\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.22.12-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.22.12-AM.png 715w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.22.12-AM-300x196.png 300w\" sizes=\"auto, (max-width: 715px) 100vw, 715px\" \/>\n<ul class=\"wp-block-list\">\n<li><strong>Field name\/title:<\/strong> Enter a name for the custom field.<\/li>\n\n\n\n<li><strong>Field description:<\/strong> Optionally, add a description for the field. This description will appear as a tooltip when you hover over the field name.<\/li>\n\n\n\n<li><strong>Field configuration:<\/strong> Depending on the selected field type, make any required changes or configurations (e.g., defining dropdown options, setting default values, etc.).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Save the custom field:<\/span><\/strong> Click on the &#8216;<strong>Add<\/strong>&#8216; button to save the field.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"edit-custom-fields\"><\/span><strong>Edit custom fields<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Method 1:<\/span> Edit a custom field from the table view<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><span style=\"text-decoration: underline;\">Locate custom field:<\/span><\/strong> In the Table view, locate the custom field you wish to edit. Look for the field name displayed as a column header. Click on the arrow icon to reveal a dropdown menu. Choose the &#8216;<strong>Edit field<\/strong>&#8216; option.<br><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"753\" class=\"wp-image-801\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.42.40-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.42.40-AM.png 1440w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.42.40-AM-300x157.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.42.40-AM-1024x535.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.42.40-AM-768x402.png 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Modify field details:<\/span><\/strong> Within the edit field window, you can update the field title and description as needed depending on the custom field type.<br><img loading=\"lazy\" decoding=\"async\" width=\"714\" height=\"595\" class=\"wp-image-803\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.46.45-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.46.45-AM.png 714w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.46.45-AM-300x250.png 300w\" sizes=\"auto, (max-width: 714px) 100vw, 714px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Save changes:<\/span><\/strong> Note that the field type of a custom field cannot be edited. After making the desired changes, click the &#8216;<strong>Update<\/strong>&#8216; option to save the updated field details.<\/li>\n<\/ol>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Method 2:<\/span> Edit a custom field from the task window<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><span style=\"text-decoration: underline;\">Open task details:<\/span><\/strong> Click on the specific task where the custom field is located to open the task window. Within the task window, select &#8216;<strong>Manage fields<\/strong>&#8216;.<br><img loading=\"lazy\" decoding=\"async\" width=\"1146\" height=\"717\" class=\"wp-image-808\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM.png 1146w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM-300x188.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM-1024x641.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM-768x481.png 768w\" sizes=\"auto, (max-width: 1146px) 100vw, 1146px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Open edit options:<\/span><\/strong> Click on the three dots when you hover to the right and select &#8216;<strong>Edit<\/strong>&#8216;.<br><img loading=\"lazy\" decoding=\"async\" width=\"820\" height=\"219\" class=\"wp-image-812\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.57.59-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.57.59-AM.png 820w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.57.59-AM-300x80.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.57.59-AM-768x205.png 768w\" sizes=\"auto, (max-width: 820px) 100vw, 820px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Update field details:<\/span><\/strong> Easily edit the field title and description within the edit field window depending on the custom field type.<br><img loading=\"lazy\" decoding=\"async\" width=\"716\" height=\"576\" class=\"wp-image-813\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.01.52-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.01.52-AM.png 716w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.01.52-AM-300x241.png 300w\" sizes=\"auto, (max-width: 716px) 100vw, 716px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Save changes:<\/span><\/strong> Click on the &#8216;<strong>Update<\/strong>&#8216; option to save the changes to the custom field.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"delete-custom-fields\"><\/span><strong>Delete custom fields<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Method 1:<\/span> Delete a custom field from the table view<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><span style=\"text-decoration: underline;\">Locate custom field:<\/span><\/strong> In the Table view, locate the custom field you wish to delete. Look for the field name displayed as a column header. Click on the arrow icon to reveal a dropdown menu. Select the \u2018<strong>Delete field<\/strong>\u2018.<br><img loading=\"lazy\" decoding=\"async\" width=\"1440\" height=\"752\" class=\"wp-image-817\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.11.38-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.11.38-AM.png 1440w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.11.38-AM-300x157.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.11.38-AM-1024x535.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.11.38-AM-768x401.png 768w\" sizes=\"auto, (max-width: 1440px) 100vw, 1440px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Confirmation prompt:<\/span><\/strong> Select \u201c<strong>Yes<\/strong>\u201d within this confirmation window to proceed with the deletion.<br><img loading=\"lazy\" decoding=\"async\" width=\"384\" height=\"172\" class=\"wp-image-818\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.13.57-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.13.57-AM.png 384w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.13.57-AM-300x134.png 300w\" sizes=\"auto, (max-width: 384px) 100vw, 384px\" \/><\/li>\n<\/ol>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Note:<\/span><\/strong>&nbsp;<em>ProofHub keeps items in the \u201cTrash\u201d for 15 days. Restore them easily by going to Trash. For detailed instructions on restoring deleted items from the trash, please refer to&nbsp;<a href=\"https:\/\/help.proofhub.com\/swift\/manage\/how-to-manage-trash\">Trash<\/a>.<\/em><\/p>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Method 2:<\/span> Delete a custom field from the task window<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><span style=\"text-decoration: underline;\">Open task details:<\/span><\/strong> Click on the specific task where the custom field is located to open the task window. Within the task window, select \u2018<strong>Manage fields<\/strong>\u2018.<br><img loading=\"lazy\" decoding=\"async\" width=\"1146\" height=\"717\" class=\"wp-image-808\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM.png 1146w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM-300x188.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM-1024x641.png 1024w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-10.53.23-AM-768x481.png 768w\" sizes=\"auto, (max-width: 1146px) 100vw, 1146px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Open edit options:<\/span><\/strong>&nbsp;Click on the three dots when you hover to the right and select \u2018<strong>Delete<\/strong>\u2018.<br><img loading=\"lazy\" decoding=\"async\" width=\"815\" height=\"221\" class=\"wp-image-819\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.15.24-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.15.24-AM.png 815w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.15.24-AM-300x81.png 300w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.15.24-AM-768x208.png 768w\" sizes=\"auto, (max-width: 815px) 100vw, 815px\" \/><\/li>\n\n\n\n<li><strong><span style=\"text-decoration: underline;\">Confirmation prompt:<\/span><\/strong> Select \u201c<strong>Yes<\/strong>\u201d within this confirmation window to proceed with the deletion.<br><img loading=\"lazy\" decoding=\"async\" width=\"384\" height=\"172\" class=\"wp-image-818\" style=\"\" src=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.13.57-AM.png\" alt=\"\" srcset=\"https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.13.57-AM.png 384w, https:\/\/help.proofhub.com\/swift\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.13.57-AM-300x134.png 300w\" sizes=\"auto, (max-width: 384px) 100vw, 384px\" \/><\/li>\n<\/ol>\n\n\n\n<p><strong><span style=\"text-decoration: underline;\">Note:<\/span><\/strong>\u00a0<em>Custom fields will not be accessible outside the specific task list in which they were created.<\/em> <em>ProofHub keeps items in the \u201cTrash\u201d for 15 days. Restore them easily by going to Trash. For detailed instructions on restoring deleted items from the trash, please refer to\u00a0<a href=\"https:\/\/help.proofhub.com\/swift\/manage\/how-to-manage-trash\">Trash<\/a>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to custom fields ProofHub takes project management a step further with custom fields. Capture the specific information that matters most to your projects. Go beyond basic task details and add fields for things like budgets, deadlines, priorities, or anything unique to your workflow. This guide will show you how to create custom fields, choose [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[1472,1470,1467,1471,1469,1479,1464,1463,1468,1483,1466,1465,1474,1476,1477,1482,1478,1480,1481,1475,1473],"class_list":["post-792","post","type-post","status-publish","format-standard","hentry","category-tasks","tag-add-custom-fields-on-task","tag-custom-field-types","tag-custom-field-updates","tag-custom-fields","tag-custom-fields-editing","tag-custom-fields-on-task","tag-delete-custom-fields","tag-deleting-custom-field","tag-edit-custom-fields","tag-manage-custom-fields-on-task","tag-remove-custom-field","tag-removing-custom-field","tag-task-custom-fields","tag-task-custom-fields-changes","tag-task-custom-fields-features","tag-task-custom-fields-management","tag-task-custom-fields-options","tag-task-custom-fields-organization","tag-task-custom-fields-settings","tag-task-custom-fields-updates","tag-types-of-custom-fields"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - 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