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Custom fields

Add your own fields to missions, such as budget, client contact or rating, choose from 14 field types and mark fields as required.

Custom fields let a mission carry the information your team needs. They show up in the mission panel, can be columns in lists and tables, and can be used in filters.

Field types#

TypeGood for
Single selectPick one option from a list you manage.
Multi selectPick several options from a list you manage.
TextShort text, or long text with line breaks.
NumberA number with a unit, decimals and a min and max.
CurrencyAn amount with a currency symbol.
DateA calendar date.
CheckboxYes or no.
URLA web address that opens in a new tab.
EmailAn email address.
PhoneA phone number.
ProgressA 0 to 100% bar.
Rating3 to 10 stars.
PeopleOne or more teammates.
FilesImages or documents.

Add a field#

  1. Open Settings, then Custom fields.
  2. Press Add field and choose a type.
  3. Give it a name and, if useful, Help text.
  4. Set the options for that type: the options of a select field, a number's unit and decimals, the allowed files and their limits, and so on.
  5. Optionally set a Default value that new missions start with, tick Required, or tick Show as a column in lists and tables by default.
  6. Check the Preview and save.

Edit the options of a select field#

In the option editor you can add options, rename them, pick a colour for each, reorder them and delete the ones you no longer need. Before you delete an option you see how many missions use it, and you can move them to another option instead of clearing them.

Required fields#

A required field's value cannot be cleared once it is set. Missions that still lack one are flagged Missing required field instead of blocking quick adds. Before you make a field required, tighten its limits or delete it, Missions shows how many missions are affected.

Archive, delete and restore#

  • Archive hides a field but keeps its values.
  • Delete removes it. You can press Restore for 30 seconds to undo.

Who can do this: Owners and Admins, and anyone whose role includes the field permission. Managers can see fields but cannot set them up by default.

Last reviewed 9 November 2026

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