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Custom properties

Add your own columns to tasks and clients to keep the information your team needs.

Add a property

  1. 1

    Open Tasks in List or Table view, or open Clients

  2. 2

    Click the + "Add property" button at the end of the table header

  3. 3

    Choose a type, then type a property name

You can also click "Add property" in a task's details. Properties are shared across the workspace, so every task or every client gets the new field.

Property types

  • Text, Number, Date, Checkbox, Link, Phone number and Email
  • Select and Multi-select for tags with options
  • Person: pick members of the workspace
  • Created time, Last edited time, Created by and Last edited by, filled in automatically and read-only

Database tables in note pages have four more types: Status, Amount, Relation and Rollup.

Edit and manage

Click a column header to open its menu, then choose "Edit property" to change the name, icon or options. The same menu lets you sort, move the column far left or far right, "Duplicate property" or "Delete property". On the Tasks page you can also use custom properties as filter conditions.

Adding and editing properties needs edit permission for that area. For example, task properties need permission to edit tasks.

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