Custom fields are available on Business accounts and up. All users, except for collaborators and external users, can create custom fields and their properties.
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Use custom fields to track and enter information at the task, folder, project, or Space level. Once you enter data in a custom field, it is visible on the Table view, Task view, as well as on folder, project, or Space info panels. Use share settings to keep custom field data private or share fields with teammates to keep everyone on the same page.
Custom fields are available to regular and external users on Wrike Collaborators cannot create, edit, or fill in custom fields.
Your custom field is created and added to the locations you specified in step 5.
To add an existing custom field
In order to view a custom field:
*The folder, project, or Space where a field is added may be different from the folder, project or Space where it is visible. For example, if a field is added to a parent folder/project it may be visible on all of its subfolders/subprojects. In this case, a user must have access to the folder/project where the field is added in order to be able to see the field on a subfolder/subproject.
Use field types to designate what type of information can or should be entered in a custom field. There are 10 field types to choose from:
|Field Type||Data Type||Suggested Use Case|
|Text||text or numerals||use when you need to enter data in multiple formats|
|Dropdown||users select an entry from a list of options specified by the field creator||use when you need to limit selections to specific options|
|Checkbox||users check or uncheck a box||use when you need to sort data based on yes/no criteria|
|Number||numerals (decimal places built in)||use when you need to work with numerical values|
|Percentage||numerals, a % symbol is automatically added||use when you need to track data as a percentage|
|Currency||numerals, the designated currency symbol is shown||use when you’re tracking expenses or working on a budget|
|Duration||users enter the number of hours the task, folder or project should take to complete||use to see, at a glance, how much time a project should take|
|Date||dates||use when you want to add sensitive dates to a task, folder or project (apart from the start or due date)|
|Users||select a user or users - can be from a predefined list of users or any user who is part of the subscription||when you need to associate users with a task, folder or project|
|Multi-select*||users select multiple entries from a list of options specified by the field creator||use when you need to select multiple options from a predefined set of options|
|Formula||The field shows calculated results for the custom formula you created. You can use the following types of fields while creating a formula: Number, Currency, Percentage, Duration, and Date.||Use it when you need to calculate custom values.|
*Multi-select custom fields can be created only from within Table view. Data entered into this field type can be edited from the Table view and Task view.
When you create or edit a custom field, you can choose what levels the field should be applied at. Apply the field to:
You can share a custom field independently of who a Space, folder, or project is shared with. Someone can have access to a Space, folder, or project (and all tasks within them), but if a custom field isn’t shared with them, then they won’t be able to see the field.
What it means to share a custom field depends on whether or not a user has access to the folder, project, or Space where the field is visible.
Option 1: Share a Field with Data and as a Template
Users who the folder, project, or Space is shared with:
For users who do not have access to the folder, project, or Space where the field is added, the field is shared as a template. These users:
The field properties pop-up appears and you can edit your field’s: name, type, where the field is applied, and who it should be shared with. Click “Save” when you’re done to apply your changes.
Note! Editing custom field properties doesn't affect the existing field values. Even if you change the field's type, the current value stays the same until you change it.
Custom Field History is available for regular and external users on Business and higher accounts.
Use Custom Field History to see how custom field values changed over time. Once an admin enables it in Labs, all regular and external users can see the Custom Field History on the Task view and folder/project info panels.
You can make a custom field added to a subfolder or subproject visible on its parent folder or project. To do this:
You will be able to view and edit field data for the parent folder/project and all tasks and subfolders/subprojects inside it. Note, that the field won't be visible in the Task view or project or folder Info panel of items where the field wasn't explicitly added.
Regular users can enable custom field data rollup for projects and folders.
You can roll up data from the Number, Percentage, Currency, and Duration custom fields in the project/folder info panel and Table view.
When you enable custom field data rollup:
*Values from subprojects are taken into account only if they were entered manually. If the subproject’s custom field value was also rolled up, it won’t be counted.
To roll up custom field data for a project/folder:
The rolled up value is automatically entered in the custom field of the project/folder. To disable data rollup for this project/folder, simply click on the icon from Step 4 again and the custom field will become editable.
*If you do not see the rollup icon, that means this custom field’s default aggregation is set as “None.” You need to change it to “Sum” or “Average.”
To enable or disable data rollup for multiple projects:
*If you don’t see this option, that means this custom field’s default aggregation is set as “None.” You need to change it to “Sum” or “Average.”
Values in this field are immediately rolled up for all projects that are currently on the view. Or, if you choose to disable, the rollup is disabled and the custom field becomes editable.
Wrike Tip! Rollup is also available for project dates.
Aggregating data allows you to automatically run calculations for custom fields* with numeric values (all text entries are omitted). There are two types of aggregation:
To use the aggregation feature on the Table view:
Need to sort tasks depending on their priority tag in custom fields? To sort data:
On the Table view, each custom field appears in its own column and you can rearrange the order which columns appear in. To do this:
You can hide custom fields when viewing the folder, project, or space in the Table view. In that case, the field is only hidden from the Table view but it's still visible in other views.
Alternatively, you can hover over the title of the custon field column, click the arrow that appears to the right, and select "Hide column".