Custom fields allow you to use your specific classification that is not available in Productive by default. You can sort data by your own parameters, and you can use it throughout the app. 

Currently, custom fields are available on tasks, projects, budgets, companies, people, sales deals and invoices

To set up custom fields, go to Settings > Custom Fields. Here you'll also find a counter which tells you how many custom fields are included in your pricing plan and how many you have used so far.

Creating a Custom Field

Click on Create Custom Field and select the type: Text, Number, Date or Dropdown

Be sure to add a name for the custom field and a short description of what it represents:

In the same window, you can add items that will be used in your classification system and assign a colour code as well:

When you're done, click on Create Field

Looking for Custom Fields on tasks? Check out this article.

Modify Existing Custom Fields

To modify or add new custom fields, go to Settings > Custom Fields and click on the custom field you want to edit. You can also delete it using the trash can icon.

If you need some inspiration on how to use Custom Fields, use this article as an example.

Did this answer your question?