Adding Custom Fields To Your Space

Introduction

Custom fields let you tailor Proggio to your team’s unique workflows by capturing data beyond the default system fields.

Whether you’re tracking effort estimates, internal IDs, or task types, custom fields enhance visibility, filtering, and reporting — making it easier to manage and sort key information across all tasks and projects.

📌 Where to Add Custom Fields

1. From the Settings Menu

Go to Settings (⚙️ icon) > Customization > Custom Fields

Custom Fields

2. From Any List View

(Available in Project, PPM, or Task Report views)

Click the eye icon (👁) at the top-right of the table
Select “Show/Hide Columns”

Show/Hide Columns

In the pop-up window, click “Add Field” (bottom-left corner)

Add Custom Field

This will open the Custom Fields Settings page.

➕ Creating the Custom Field

Once you’re on the Custom Fields page:

1. Click “Add Field”

Located at the top-left of the Custom Fields section.

Add Field

2. Fill in the Details

Name the field
Optionally, add a description
Define who can update the field by selecting relevant user roles

Create New Custom Field

3. Choose the Field Type

You can choose from a variety of field types:

Field Type

Type	Description
Number	Allows numeric input.
Free Text	Short text input (1–2 words).
Text Box	For longer text entries or notes.
Rich Text	Supports formatting (bold, bullets, line breaks).
Choice	User selects one option from a list.
Multi Select	User can select multiple options.
User	Assign a user to the field.
Currency	Numeric input formatted as currency.
Date	Pick a specific date.
Other Types	Used for advanced or niche use cases.