Custom fields & columns
Add your own columns to a project's tasks — status, tags, dates, and more — and share them across a client or the whole workspace.
Tasks start with a name and a status, but you can add any columns your work needs — a priority, a due date, an owner, a link. A column can live on one project, or be shared across a client or the whole workspace so everything tracks the same thing in one place.
The field types
| Type | Shows as |
|---|---|
| Status | A single coloured pill (drives the board columns) |
| Tags (multi-select) | Coloured chips, pick several |
| Date | A date picker |
| Text | Free text |
| Number | Right-aligned number, with an optional format |
| Link | A clickable URL |
Every cell is click-to-edit in the table view.
A Number column has a Format option — show it plain (1234), with thousands separators (1,234), as currency ($1,234.00), or as a percent (12%), and choose how many decimal places. You still type a plain number into the cell; only the display changes.
Add a column
Click Add column in the table header, name it, and pick a type. For Status and Tags, add options and give each a colour (from the palette or a custom hex). If you can share columns, a Show it on choice lets you pick This project, This client, or All clients — and it defaults to match the view you're in (Project → this project, Client → this client, Flat → all clients). You can add, edit, and delete columns from any of the three views.
To reuse the same column on another project, make it a shared column (one client or all clients) rather than rebuilding it — then it's genuinely the same column everywhere, not a copy that can drift.
Shared columns
A shared column is defined once and appears on every project it reaches, including as a real column in the Client and Flat groupings. There are two reaches:
- This client puts the column on every project for that one client. Great for something you track the same way across a client's work (an approval stage, a billing code).
- All clients puts it on every project in the workspace.
Either way it's one column, filled in once per task, reading the same everywhere. Edit or rename it in one place and the change applies everywhere it's used.
A client column only applies to that client's tasks. In the Flat view, where tasks from every client sit together, a client column shows its value on its own client's rows and a hatched N/A on the rest — never an empty box you might fill in by mistake. The Client view only shows a client column inside that client's section.
Manage them in one place
Add column → Manage shared columns opens a single list of every shared column — each client's and every all-clients one. From there you can create a new shared column (without being on a particular project), rename it, edit its options, or delete it. It's the fastest way to set up or tidy columns across clients at once.
Give a client its own options
An All clients Status or Tags column can use a different option set for a specific client. In Manage shared columns, expand the column and pick a client to customize its options; everyone else keeps the default. A client's tasks then show that client's options, in every view. Choose reset to drop the override and fall back to the default.
Anyone can add a column to a project they can edit. Creating or editing a shared column (this client or all clients), and the manage/per-client-options tools above, need the client-management permission (the same role that lets you create clients and projects). Without it, Show it on doesn't appear and every column you add stays on the one project.
The primary Status column
Every project has one Status column that can't be deleted — it drives the board's columns. Edit its options (rename, recolour, add, remove) from the column's ⋯ menu in any view. Because each project has its own Status, the Client and Flat lenses first ask which project's statuses you mean — and skip the question when only one project is in view.
Show or hide columns
The Columns button in the table toolbar lists every column — your custom ones and the built-ins (Status, Assignee, Tracked, and, in the Client/Flat lenses, Project) — and lets you turn any of them off for a cleaner table. Hiding a column only hides it — the values are kept, and turning it back on shows them again. Hiding a shared column hides it in every grouping. Your choice travels with the view, so you can save a focused view that only shows the columns you care about. (Only the Task name always stays. Hiding Status affects the table only — the board still uses statuses for its columns, and you can set a task's status from the board or by opening the task. On the board, the separate Card fields picker controls which fields show on cards.)
Edit, resize, reorder, remove
Open a column's menu (the ⋯ on its header, in any view) and choose Edit column — it's the same form as Add column, so you can change its name, its type, where it's shared (This project / This client / All clients), and — for Status and Tags — its options, all in one place. Two changes clear values that can't carry over, so you're asked to confirm first: changing the type, and narrowing where it's shared (values on tasks outside the new scope). Widening the sharing keeps everything. Delete column removes the column and its values.
Drag a column's right edge to resize it and drag its grip to reorder — any column, in any view, including the built-in ones (Status, Assignee, Project, Tracked). Your widths and order are personal to you: they're remembered on this device and never change the column for anyone else. Most widths carry across the Project, Client, and Flat lenses; the Task name column is the one exception — it's sized per project, since each project's tasks read differently. (What a column is — its name, type, options, and sharing — is the same for everyone; only how it's laid out for you is personal.)
A column synced from a GitHub board shows a GitHub mark and its options are read-only — you manage them on GitHub. Editing a mapped Status option can break the board mapping.
Save a filtered, sorted layout and jump back to it.