Custom fields enable you to organize data based on unique categorizations that are not available in Productive's default settings, offering flexibility in how you manage your information across various sections of the app.
Where Can Custom Fields Be Used?
Currently, custom fields can be utilized in the following areas:
Bookings
Budgets
Companies
Contacts
Deals
Expenses
Invoices
Projects
Sales deals
Important: Employee Fields
The Contacts custom field in Settings > Custom fields is meant for your contacts and clients.
The Employee fields, found in Settings > Employee fields, are specifically for your employees and contractors.
The number of Employee fields you use does not count towards the total number of custom fields included in your subscription plan.
For more details, please refer to this article.
Accessing Custom Fields
To access and manage your custom fields, navigate to Settings > Custom Fields.
Note: only admins can access these settings.
Here, you can see how many custom fields your pricing plan includes and how many you've used.
Tip: The number of Task custom fields does not count against the total custom fields allowed in your subscription. For more information on them, check out this article.
Creating a Custom Field
1) Navigate to the area of Productive you need to add a custom field for (e.g., Expenses), click "Manage custom fields" and choose a type:
Text field: Allows freehand input of numbers, letters, or characters.
Number field: Input numerical data with options for mandatory input, summary functions, and formatting (decimal or percentage).
Date field: Provides a calendar picker for dates, with an option to make it mandatory.
Single-select field: Create a dropdown with a list where users can select only one option.
Multi-select field: Create a dropdown allowing multiple selections.
Person field: Choose from active users in your account to facilitate assignments and organization.
2) When creating a custom field, remember to include a name that identifies its purpose and briefly explain what it represents (the description will appear in the app when you hover over the field ℹ️).
3) When you're done with the setup, click "Create Field".
Tips:
Some custom field types offer additional options; for instance, dropdown fields allow you to color-code them for better organization.
Custom fields related to the "Contacts" section (former People section) can be set as sensitive, allowing only certain people to see the information they contain.
Modifying and Deleting Existing Custom Fields
To edit or delete custom fields, go to Settings > Custom Fields.
Select the field you want to modify, and make your changes.
To delete a field, click the bin can icon to the right and confirm your choice by typing "Delete."
Reordering Custom Fields (Beta)
Reordering the custom fields in Settings will determine how they appear across the app. For more details on how to reorder them, check out this article.
How Do Custom Fields Appear in the App?
Once created, custom fields will appear in the section you designated (e.g., Expenses, Budgets, Invoices, etc.) in the order you set in the Settings.
You can manage and fill in these fields directly from the app, with fields appearing in the sidebar in the Custom fields tab 🧩 and as choices in the Field dropdowns across the app.
Check out the video below to see how to set up a multi-select Company custom field, allowing you to add country information for the clients (companies) you have saved in the app.
When working with projects, tasks, budgets or deals, access, add, and manage the custom fields through the sidebar (the 🧩 tab is designated for custom fields).
