Business+Custom fields extend tasks with data your workspace needs beyond the built-in columns. Create workspace-wide, list, or folder fields and show them in list views and the task detail panel.
Who this is for
Workspace members on Business+ with permission to manage task settings or edit tasks. Admins create workspace-wide fields from the Feature settings hub.
Before you start
A Business+ plan for your workspace.
Editor or admin access to create and edit fields.
Steps
Open the Feature settings hub and choose Custom fields to create workspace-wide fields.
Or open a task, expand Fields in the detail panel, click Manage, or use Create field (+) for list- or folder-scoped fields.
Enter a Field name and choose a Type (text, number, dropdown, date, formula, and more).
Set Scope to Workspace, a specific list, or a folder. Optionally pin the field, mark it required, or limit who can view values.
Open Customize view → Custom fields and toggle which fields appear in list view.
Edit values inline in list view or from the Fields section on the task detail panel.
What you should see
Custom fields appear on tasks in scope. Required fields prompt for a value before save when configured. Pinned fields stay visible in the task detail panel.
Troubleshooting
Custom fields settings are missing Confirm your workspace is on Business+. Foundation and lower tiers do not include custom fields.
A field does not appear in list view Open Customize view → Custom fields and enable the field for that view. Scope must include the current list or folder.
I cannot edit a field value Check view permissions on the field definition. Some fields are read-only for certain roles.
Common questions
What is the difference between workspace and list scope?
Workspace fields apply everywhere in the workspace. List or folder fields appear only on tasks in that list or folder.
Can I use custom fields in filters?
Yes. After a field is created, add it to a view and filter from Customize view when the field type supports filtering.
Do formula fields update automatically?
Formula fields recalculate from other field values on the task. Edit source fields to refresh the result.