Productive

Track the extra information your team needs.

Custom Fields

Learn how to create and manage custom fields to tailor your data organization in Productive across various sections of the app.

Creating and Adding Custom Fields

Set custom fields as required when creating deals, budgets, bookings, projects, and companies.

Required Custom Fields

Productive supports sensitive custom fields for Contacts and Employees, ensuring privacy by restricting their visibility to certain users.

Sensitive Custom Fields

Reorder custom fields to organize key data efficiently, giving you full control over how your custom field information is displayed.

Reordering Your Custom Fields

Create a shared directory of task custom fields in Productive and apply them across all your projects from one place.

Task Custom Fields Library

Create custom fields, make them required or sensitive, and reorder them.

Setting Up Custom Fields

Add a custom field for free-form text, like notes, links, or payment instructions, on budgets, deals, companies, and more.

Text Custom Field

Add numerical custom fields in Productive for budgets, companies, deals, and more to capture and analyze quantitative data.

Number Custom Field

Add a custom field with a date picker to track dates like an expected close date, a contract signing, or a renewal.

Date Custom Field

Add a dropdown custom field that holds one value, like a department or project status, to sort, filter, and group items.

Single-Select Custom Field

Add a dropdown custom field that holds several values, like an employee’s skills or a company’s industries

Multi-Select Custom Field

Filter multi-select custom fields to find exact matches, partial matches, or exclude specific values, making data management more efficient.

Filtering Options With Multi-Select Custom Fields

Add a custom field that holds one person from your organization, like an account manager or an approver.

Person Custom Field

Attach files with custom fields for companies, contacts, employees, clients, contractors, deals, budgets, invoices, and expenses.

File Custom Field

Track how far along your work is with a number within a range, shown live as a progress chart.

Progress Custom Field

Learn how to create, add, and use custom formula fields in Productive.

Custom Formula Fields

Create comprehensive views and reports with relationship fields.

Understanding Relationship Fields

Every custom field type, from text and numbers to formulas and relationships.

Field Types

See examples of using custom fields in Productive to track employees, deals, budgets, and more, tailored to your workflow!

Custom Fields: Examples and Best Practices

Ideal when you want to add a priority label to your tasks.

Task Prioritization With Custom Fields

Use an employee field like Department to group people, filter the Resource Planner, and break down reports by department.

Tracking Departments With Employee Fields

Ideas for using custom fields, like prioritizing tasks or tracking departments.

Examples and Best Practices

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