---
summary: Describes custom fields that allow you to add extra data fields to project templates for capturing project-specific information not covered by standard fields. Covers field types, creation, editing, and use in reporting.
keywords: custom fields, templates, project data, field types, required fields, data accuracy, reporting, management, configuration, projects, user-defined fields, additional fields, extra fields, metadata fields, field customization
---

# Custom Fields

## Introduction

Custom fields allow you to add extra data fields to templates. Templates are associated with projects, so custom fields let you store additional information about your projects that isn't captured by the standard fields. This is useful for tracking project-specific details such as client preferences, project requirements, or any other information relevant to your business.

By using custom fields, you can:

- **Capture all necessary information:** Ensure you have the data needed to manage your projects effectively.
- **Improve data accuracy:** Reduce errors by providing specific fields for different types of information.
- **Streamline workflows:** Make it easier to find and access the information you need when you need it.

## Key Fields

When creating a custom field, you define:

- **Name:** The name of the custom field (e.g., "Project Manager", "Budget Amount"). Use a clear, descriptive name.
- **Type:** The type of data the field stores. Options are:
  - **Text** — For text entries
  - **Number** — For numerical values
  - **Date** — For date entries
- **Required:** Whether the field is required or optional. If required, users must enter a value before saving the project.

## Creating a New Template with Custom Fields

To create a template with custom fields:

1. Navigate to **Management** → **Templates**.

2. Click **New template**.

3. Enter the template **Name**.

4. In the **Custom fields** section, fill in the custom field details:
    - Enter a **Name** for the custom field
    - Select the **Type** (Text, Number, or Date)
    - Check **Required** if the field must be filled

    ![New template dialog with custom field form](../screenshots/custom-fields-new-template-with-field.png)

5. Click **Add new custom field** to add more fields.

    ![Template with multiple custom fields of different types](../screenshots/custom-fields-three-fields-all-types.png)

6. Click **Save template**.

Once saved, your template appears in the Templates list with all custom fields displayed.

![Templates list showing custom fields display](../screenshots/custom-fields-templates-list.png)

## Editing a Template's Custom Fields

To edit an existing template's custom fields:

1. Navigate to **Management** → **Templates**.
2. Click on the template name to open the **Edit template** dialog.

3. In the **Custom fields** section, you can:
    - Edit field **Name**, **Type**, or **Required** status
    - Click the **X** button to delete a field

    ![Field deletion with undo option and status message](../screenshots/custom-fields-delete-field.png)

4. Click **Add new custom field** to add more fields.
5. Click **Save template** to save your changes.

When you delete a field, it becomes disabled and an **Undo** button appears. If the field is not used in any project, a message shows "This field is not used in any project."