Custom Fields in Any.do empower Workspace users to tailor their task management experience by adding personalized data points to their tasks and projects. This feature enhances organization, allowing teams to track specific information that matters most to their workflow.

Unlike standard fields, Custom Fields can be customized to fit the unique requirements of your Workspace, allowing board-admins to add additional attributes to board-tasks as a way to capture and display information that is specific to the team's processes.

Whether you need to monitor project statuses, assign priorities, or categorize tasks in unique ways, Custom Fields provide the flexibility to adapt Any.do to your team's specific needs.

This feature is available for Workspace (teams) users only. To start your trial, see here.

📋 How to create a Custom Field

Within your boards, you can add different custom fields to your board-tasks such as text/progress/number/link etc (see full list below). Adding Custom Fields is a straightforward process that can be done directly from your Workspace boards from the web/desktop apps by the board-admin, following these steps :

Open a specific board.
Open the 3 dots menu.
Select "Custom fields".
Click in the Blue Plus.
Select the type of field.
Name the field and click on "Add"

Or if you are in a board table view:

Press the blue plus on the right side
Select the type of field.
Name the field and click on "Add"

💡 Examples of Custom Fields

Within you Workspace boards, board admins can choose to add any of the following fields to their tasks:

✍️ Text Field

A versatile field that allows users to input free-form text. It’s ideal for adding notes, detailed descriptions, comments, or any other text-based information relevant to a task or project.

🔢 Number Field

A field designed specifically for numerical input. Use it to record quantities, measurements, statistics, or any data that requires numerical representation, ensuring calculations and analyses are accurate.

📅 Date Field

A field that enables users to select or input a specific date. This is useful for setting due dates, scheduling events, tracking deadlines, or noting any date-specific information essential to task management.

🔽 Dropdown Field

A field that offers a predefined list of options for users to choose from. It ensures data consistency and is useful for categorizing tasks, assigning statuses, setting priorities, or selecting from standardized choices.

📍 Location Field

A field for entering geographical information. Users can input addresses, coordinates, or place names, making it useful for planning events, scheduling meetings, assigning delivery locations, or any task that involves a specific location. We use google maps to validate the location of each field.

📞 Phone Number Field

A field formatted to accept phone numbers. It standardizes the input of contact numbers, making it easy to store and retrieve phone information for clients, team members, or vendors directly within a task.

📧 Email Field

A field designated for entering email addresses, ensuring inputs follow standard email formats. It’s useful for storing contact information, facilitating quick communication, or linking tasks to specific stakeholders.

💱 Currency Field

A field tailored for monetary values, allowing users to input amounts in specific currencies. This is ideal for budgeting, tracking expenses, setting financial targets, or any task involving financial data.

🔗 Link Field

A field that accepts URLs or hyperlinks. Use it to link to external resources such as documents, websites, cloud storage, or any online content relevant to the task, providing quick access to necessary information.

📈 Progress Field

A field that visualizes the completion status of a task, often represented as a percentage or through a progress bar. It’s useful for monitoring how much of the task has been completed, helping teams track progress at a glance.

⭐ Rating Field

A field that allows users to assign a rating, typically using stars or numerical scales. This is helpful for evaluating ideas, providing feedback, assessing quality, or prioritizing tasks based on their importance or impact.

Here are some practical examples of how Custom Fields can be utilized in your Workspace:

Project Status: Add a dropdown Custom Field with options like "Not Started," "In Progress," and "Completed" to track the status of each project.
Priority Level: Use a number or dropdown Custom Field to assign priority levels to tasks, helping teams focus on the most critical work first.
Due Dates: Incorporate date Custom Fields to set specific deadlines for tasks, ensuring timely completion and accountability.
Budget Tracking: Add a number Custom Field to monitor the budget allocated to each project or task, aiding in financial management and oversight.
Client Information: Use text Custom Fields to store client names, contact details, or other relevant information directly within tasks and projects.

👁️ How to show/hide Custom Fields

When displaying your boards in the Table View format, board-admins can choose if they want to display the field in their overview or hide it. To do so, follow these steps:

Open a specific board.
Open the 3 dots menu.
Select "Custom fields".
Tick or untick a Field.

✍️ How to edit and reorder your Custom Fields

If you wish to edit the title of your custom field or its options, you can easily do so via

Open a specific board.
Open the 3 dots menu.
Select "Custom fields".
Click on the name of the field and edit. If the field has any specific options (like drop-down fields), just click the 'option' button to edit.

To reorder the display of your fields within your board-tasks, simply click the dotted icon next to the field's title and drag and drop the item to your liking.

Note: You can only edit a custom field, not a default field. Additionally, reordering can be applied to all items except from the title-field.

❌ How to delete a Custom Field

If a specific custom-field is no longer required, the board-admin can easily delete it so it no longer shows in the board-tasks. Be advised that this action is irreversible and will remove all data related to this field within your board.

Open a specific board.
Open the 3 dots menu.
Select "Custom fields".
Click on the gray bin icon next to the field name.

Note: You can only delete a custom field not a default field.

🎯 FAQs

🧐 What are Custom Fields in Any.do?

Custom Fields allow you to add personalized data points to your tasks and boards, enabling more detailed and organized task management. They help tailor Any.do to fit your team's specific needs by capturing information that is unique to your workflow.

🆕 How do I create a Custom Field in my Workspace Boards?

Custom fields can only be created by board admins. If you are not an admin, you may ask the admin to add you as another admin to the board, or create your own board instead. Then, follow the instructions here to create your Custom Fields.

⚙️ What types of Custom Fields are available in Any.do?

Any.do offers a variety of Custom Fields to help you tailor your task management to your specific needs:

Text Field: Input free-form text for notes, detailed descriptions, comments, or any other text-based information relevant to a task or project.
Number Field: Enter numerical values to record quantities, measurements, statistics, or any data that requires numerical representation, ensuring accurate calculations and analyses.
Date Field: Select or input specific dates to set due dates, schedule events, track deadlines, or note any date-specific information essential to task management.
Dropdown Field: Choose from a predefined list of options to categorize tasks, assign statuses, set priorities, or select from standardized choices, ensuring data consistency.
Location Field: Enter geographical information such as addresses, coordinates, or place names, useful for planning events, scheduling meetings, assigning delivery locations, or any task involving a specific location. Locations are validated using Google Maps.
Phone Number Field: Input phone numbers in a standardized format, making it easy to store and retrieve contact information for clients, team members, or vendors directly within a task.
Email Field: Enter email addresses, ensuring inputs follow standard email formats. This is useful for storing contact information, facilitating quick communication, or linking tasks to specific stakeholders.
Currency Field: Input monetary values in specific currencies, ideal for budgeting, tracking expenses, setting financial targets, or any task involving financial data.
Link Field: Add URLs or hyperlinks to link external resources such as documents, websites, cloud storage, or any online content relevant to the task, providing quick access to necessary information.
Progress Field: Visualize the completion status of a task with a percentage or progress bar, helping teams track progress at a glance.
Rating Field: Assign ratings using stars or numerical scales to evaluate ideas, provide feedback, assess quality, or prioritize tasks based on their importance or impact.

These Custom Fields enhance your ability to organize and manage tasks by allowing you to capture and display the specific information that matters most to your workflow.

✍️ Can I edit an existing Custom Field after it's been created?

Yes, you can edit an existing Custom Field by accessing the board’s settings where the field was created, as detailed here.

❌ Can I delete a Custom Field if I no longer need it?

Absolutely! As the board's admin, you can delete any of your Custom Fields as explained here. Be advised that only custom fields can be removed, not default fields.

📋 Are Custom Fields available for checklist items as well?

Not at this time. Custom Fields can only be applied to your main board-tasks, not the checklist items under it.

🤝 How do Custom Fields improve team collaboration?

Custom Fields enhance team collaboration by providing a structured way to capture and share important information relevant to your projects. They ensure that all team members have access to the same data points, improving communication, clarity, and efficiency in task management.

✋ Are there any limits to the number of Custom Fields I can create?

While there is no strict limit to the number of Custom Fields you can create, it is recommended to use only the fields that add value to your workflow. Overloading tasks with too many fields can lead to clutter and reduce the effectiveness of your task management system.

🪧 Can Custom Fields be used across multiple boards in a Workspace?

Custom Fields are specific to each board within a Workspace. If you want to use similar fields across multiple boards, you will need to create them individually in each board’s settings.

💻📱 Do Custom Fields sync across all my devices?

The mobile display of Custom Fields is currently being developed for mobile and should launch soon so that any changes made to Custom Fields will sync across all devices where you use the Any.do app. We will notify everyone once this is available via the What's New section in your account 🙂

📱 Can I create custom fields via the mobile app?

Not at this time. Custom Fields can only be create via our web/desktop apps.

↕️ Can I change the order in which the fields are displaying in my board-tasks?

You sure can! Just go to the board’s settings in the web or desktop app. Drag and drop the fields into your desired order as explained here. The new order will be reflected across all tasks within the board, allowing you to prioritize the most important fields.

🖼 Can I customize the appearance of Custom Fields?

While the functionality of Custom Fields is customizable, their appearance is standardized to maintain consistency and ease of use across your Workspace. This ensures that all team members can easily interact with and understand the Custom Fields.

👾 Why can't I add/edit a custom field?

This might be due to not having board-admin permissions on the specific board you wish to edit. In this case, you may ask the admin to add you as another admin to the board, or create your own board instead.

If you are the board's admin and there's still an issue, please submit a bug report here with you device details and some screenshots/screencast of what you're seeing and our Support Team will gladly look into that for you!

Creating Custom Board Views