Single-select custom fields allow you to assign one specific value to an item (such as a task, deal, budget, company, or employee), creating a more structured way to categorize and manage data in Productive.
These fields are particularly useful for situations where only one selection is appropriate, but if you need to apply several different tags to your item of choice, you can always create a multi-select custom field and apply it where needed.
1) Adding a Single-Select Custom Field
1) Navigate to Settings > Custom fields:
Select the item for which you want to create a custom field. This could be Budgets, Companies, Deals, Expenses, Invoices, etc.
2) Navigate to Settings > Employee fields:
If you are adding the field for your employees and contractors, open the Employee fields, and click on Add new field.
2) Selecting the Single-Select Field
From the custom field menu, select the Single-select field type.
3) Name and Configure the Field
First, give your custom field a name and provide a brief description. Next, add the options you want to appear in the dropdown menu. Once you're done, click "Create field" (or "Update field" if you're editing an existing one).
For fields designated for employees, contractors, clients, and contacts, you can mark them as sensitive by toggling the Set as a sensitive field option. This restricts access to authorized users only.
If you’d like to allow your team to add new options on the fly while filling out this field, enable the Quick add options toggle.
4) Using the Custom Field
Here is an example of how a custom field named "Department" might be used.
When creating or editing a budget, you can use this single-select field to assign a specific department, ensuring clear categorization and easy filtering.
Pro Tip: Use filters to easily sort and find specific information based on the values assigned to single-select custom fields. This is particularly useful for generating reports or viewing specific data subsets.
