awork just got more flexible, adapting beyond the standard to meet your specific project requirements – thanks to Custom fields! With these Custom fields, you can tailor tasks to your needs, giving you more freedom than ever before. No longer confined to standard fields, you can add new fields like date, number, dropdown, text, and user at the task level.
In the following article, we’ll show you the top use cases for Custom fields in awork. Discover how this new flexibility empowers your team to effortlessly and clearly adapt project tasks to individual processes by integrating all necessary information directly.
Create Custom fields in awork
[.toc-name]Create Custom fields[.toc-name]
With Custom fields in awork, you can predefine specific task details for your workspace and use them directly in project tasks. This keeps all the details consistent without sacrificing flexibility. You can choose from various field types like text, number, checkbox, selection, date, or user. Custom fields are created for the entire workspace and can be flexibly activated or deactivated in individual projects – keeping your projects organized and free from unnecessary information.
How it works:
- Create fields (Users with global permission to edit project details):
- As an admin or user with workspace-wide access to project settings, you’ll find the new Custom fields tab in the workspace settings
- Here, you can create, edit, and delete fields
- To create a new field, click the plus symbol
- Give it a name and choose the appropriate field type (text, number, checkbox, selection, date, or user)
- After saving, the field will be available for activation in all workspace projects.
☝️ Note: Field types cannot be changed afterward.
- Activate fields (Users with project based permission to edit project details):
- In the project settings, you’ll find all available Custom fields
- As a user with edit rights in a project, you can activate the fields needed for the project
- Once activated, the fields will be available to all users in the project tasks
- Use Fields (User with project based permission to edit tasks):
- The activated fields can now be used in project tasks as details, columns in task lists, or filter criteria
- As a user with edit permissions on a task, you can fill in the Custom fields
- As a user with view-only permissions, you can see the fields but not edit them
[.b-important-block]To use Custom fields, you need a Business or Enterprise plan. The number of fields is limited to 12 in the Business plan and unlimited in the Enterprise plan.[.b-important-block]
[$tag]💡Good to know[$tag]
All workspace-wide fields can be displayed as columns in the task list view, so you have all important information at a glance. You can also edit or delete fields later, but be aware that this may affect existing fields in your projects. Learn more in our helpcenter article. ✨
The unbeatable advantages of Custom fields
[.toc-name]Unbeatable advantages[.toc-name]
This feature doesn’t just introduce a new way of working in awork – it brings advantages that positively impact teamwork. We’ve highlighted the key benefits for you:
🚀 More efficient workflows: Custom fields let you add exactly the information you need to your tasks, giving them more context – without having to dig through task descriptions, attached documents, or comments. Once established, everyone on the team benefits from this consistency and can rely on the information provided.
🎨 Design fields your way: With Custom fields in awork, your creativity knows no bounds. Use the various field types to capture exactly the information you need – whether it’s precise KPIs, customized reporting, links to other tools, ticket numbers, or specific client requests. Customize the fields to the requirements of your projects and apply them exactly where they’ll be most useful.
✨ Custom fields – as flexible as your agency: Your agency is constantly evolving? No problem! With Custom fields in awork, you stay flexible. Modify workspace-wide fields whenever needed – whether it's adding new options or renaming fields – to meet changing project demands.
The top 3 use cases: Custom fields for more efficient workflows
[.toc-name]Tips for efficient workflows[.toc-name]
We’ve looked at the most exciting use cases for Custom fields in awork from our users and show you how to easily implement the top three use cases in awork:
Use case 1: Set and clearly display task budgets
[.toc-name]Use case 1: Budget[.toc-name]
Your agency is gearing up for the next big trade fair and needs a ton of cool promotional materials. You create a task “Promotional Materials” in the trade fair project and add subtasks for everything that needs to be ordered – flyers, pens, keychains, and more. The team dives into research and preparation, but then the crucial question arises: How much budget do we actually have per promotional item? 💸
Previously, your budget didn’t have a fixed place in the tasks, often leading to incomplete information in the project task. With Custom fields in awork, the budget now has a home in the task details.
Simply create a Custom field “Fixed Budget” in the workspace settings, choose the “Number” type, save it, and activate it for your trade fair project. The budget field is now available directly in your tasks, giving your team clear guidance on how much money is allocated for each promotional item.
Here are some additional ideas to help you keep an overview:
Use case 2: Efficiently prioritize tasks
[.toc-name]Use case 2: Prioritisation[.toc-name]
It’s that time of year again when your team’s tasks pile up on the dashboard. As a team lead, you can prioritize tasks, but when everything is marked as a priority, your team quickly loses track and doesn’t know where to start.
With Custom fields in awork, you can differentiate tasks more precisely and mark them individually. This way, your team always knows exactly which task is currently the highest priority.
Here’s how: Set up the field “Global Priority” as a dropdown field in the settings and customize the colors for each priority. Make sure everyone on the team understands how priorities and statuses are assigned. Once that’s done, you can assign detailed priorities to your team’s tasks, ensuring that even in the busiest task load, your team stays on track and knows exactly where the work is most urgently needed.
This could be your new prioritization system:
Use case 3: Link your tools and create a seamless workflow
[.toc-name]Use case 3: Link tools[.toc-name]
Your Design Team is working on a major client project, creating multiple designs in tools like Figma. For each design task, a separate task is created in the respective client project in awork. However, the problem remains: your team is constantly searching for the right link to the Figma design, switching back and forth between awork, Figma, and other tools.
Wouldn't it be easier if every project task had a dedicated space for Figma designs or links to other tools like Notion, Canva, or Miro? With awork's Custom fields, this is now possible—every link gets a fixed spot in the task details. This makes awork the central hub for your team!
How does it work? Create a Custom field called “Figma design” in awork and select the Link field type to establish direct connections to your team’s Figma designs. Now all design drafts have a dedicated spot in the task details in awork. For the design team, this means less time spent searching, as the project task becomes the central hub where all important resources are gathered.
Share your experience!
Have you tried Custom fields in awork? Then share your feedback and personal top use cases with us and other awork users! In our community, you’re always welcome to share your experience – we’re excited to hear it (feel free to post and comment in English). Your input is valuable to us because it’s the only way we can continue to develop awork and better tailor it to your needs.
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