Add Custom Field

In 5day.io, Add Custom Field enables you to create tailored data fields to capture project-specific information beyond standard attributes.

Define the field name, select its type (e.g., text, date, dropdown, etc..), and set options as needed - then save to add it instantly to the Custom Field Library.

Subscription Association

Plan	Number of Custom Fields
Free	10
Growth	100

Permission Set

• To manage the custom fields for entire organization, Account Edit permission is required.
• To manage the custom fields for Project , Project Edit permission is required.

Add Custom Field

There are two ways to create custom fields in 5day.io:

Account Level: In 5day.io, account level custom fields are called as ‘Library of Custom Field’; which has all the fields created/used in entire account.

Workspace/Project Level: Custom Fields can be created at workspace & project level; which will also be added into ‘Custom Field Library’.

• At workspace/project level, custom fields can be created and will be automatically added to library.
• Fields can be edited at this levels and that will be updated to entire account.

Add custom field in account

1. Click User profile icon (Bottom left panel) -> Account Settings -> Custom fields.
2. Open list of custom fields.
3. Click on ‘Add New’ button at top-right corner. 4. Name: Add name of custom field 5. Type: Select type of custom field; other details will vary as per type of custom field. 6. Click ‘Add Field’ button to create configured custom field in account.
4. The new Custom Field is automatically added in your List of Custom Fields.

Add custom field at Project

1. Click on Project where custom field needs to be added as one of the fields of project.
2. Project -> Three dots -> Project Settings -> project Info
3. At bottom of page, Custom Fields section will appear.
4. Click ‘Add Custom Field’ button at top right corner of custom field section. 5. Name: Add name of custom field 6. Type: Select type of custom field; other details will vary as per type of custom field. 7. Click ‘Add Field’ button to create custom field in Project.
5. The new Custom Field will automatically added in ‘Custom Field Library’ at account level; and it will be associated to the project.

Add custom field at Workspace -> Task Type

The custom fields added under Workspace -> Task Types, will be available to all Tasks & Subatsks of the specific task type of workspace.

So, basically this place will be master place where the custom fields will be added for task types.

To add custom field at task type of workspace,

1. Click on the specific workspace where you want to add custom field at Task Type.
2. Workspace -> Three dots -> Workspace Settings -> Customization
3. Under Customization, click on Task Types -> Specific Task Type to add custom field
4. In Task Type, you will have a section of Custom Fields, where you can view list of all added fields.
5. Click on ‘Add Custom Field’ button at Top right corner of custom field section 6. Name: Add name of custom field 7. Type: Select type of custom field; other details will vary as per type of custom field. 8. Click ‘Add Field’ button to create custom field in Workspace -> Task Type.
6. The new Custom Field will automatically added in ‘Custom Field Library’ at account level; and it will be associated to the Workspace -> Task Type.

The added custom field will appear under all tasks/subtasks of workspace where this task type has been used.

https://github.com/user-attachments/assets/7d7fc384-0009-4df9-a95b-f18d45b4df9e

The added Custom Field can be viewed at

• Task List View
• Task Board View
• Under Customize of ‘List View’ & ‘Board View’
• Under Filters & Group By in all views.

Add custom field at Project -> Task Type

The custom fields added under Project -> Task Types, will be available to all Tasks & Subatsks of the specific project's task types.

To add custom field at task type of project,

1. Click on the specific project where you want to add custom field at Task Type.
2. Project -> Three dots -> Project Settings -> Customization
3. Under Customization, click on Task Types -> Specific Task Type to add custom field
4. In Task Type, you will have a section of Custom Fields, where you can view list of all added fields.
5. Click on ‘Add Custom Field’ button at Top right corner of custom field section 6. Name: Add name of custom field 7. Type: Select type of custom field; other details will vary as per type of custom field. 8. Click ‘Add Field’ button to create custom field in Project -> Task Type.
6. The new Custom Field will automatically added in ‘Custom Field Library’ at account level.

The added custom field will appear under all tasks/subtasks of project where this task type has been used.

The added Custom Field can be viewed at

• Task List View
• Task Board View
• Under Customize of ‘List View’ & ‘Board View’
• Under Filters & Group By in all views.

Add custom field from Views

Custom field can be added directly from Project Views as well. To add custom field at task type of project,

1. Click on the specific project where you want to add custom field at Task Type.
2. Project -> Views (List View/Board View) -> Customize (top right corner in view) -> + New Custom Field.
3. A pop-up will appear to add a new custom field. 6. Name: Add name of custom field 7. Type: Select type of custom field; other details will vary as per type of custom field. 8. Task Type: Select the task type for which the custom field should be associated. 9. Click ‘Add Field’ button to create custom field for Task Type.
4. The new Custom Field will automatically added in ‘Custom Field Library’ at account level.

The added custom field will appear under all tasks/subtasks of project where this task type has been used.

Other References