Create custom fields in your tasks

Two ways to add a custom field to your tasks in Wonderly.

Custom fields let you capture information that matters to your business beyond what Wonderly includes by default. You can add fields directly while working in a task, or set them up in advance from Settings.

Method 1: Add a custom field from a task

When to use: You're already working on a task and want to add a field on the spot.

1. Open the task you want to add a custom field to.

2. Go to the Custom Fields section in the task modal.

3. Click + Add Custom Field.

4. Select the field type you want to add.

5. Fill in the field name and any relevant options for the type you selected.

6. Click Save.

Expected outcome: The custom field is added to the task and is available in that project going forward.

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Method 2: Create a custom field from settings

When to use: You want to configure fields before working in any specific task, or you're setting up multiple fields at once.

1. Click the Settings icon (⚙️) in the top-left corner.

2. Click Projects.

3. Go to the Custom field tab.

4. Click + Add Custom Field.

5. Set the Field Name, Field Type, and any relevant options.

6. Click Save.

Expected outcome: The custom field becomes available on your tasks.

Field reference

1. Text – A single-line or multi-line text input for notes or free-form details.

2. Number – A numeric value, useful for quantities, rates, or counts.

3. Select – A single dropdown choice from a list of options you define.

4. Multi Select – Lets you pick more than one option from a predefined list.

5. Date – A calendar date picker.

6. URL – A web link field.

7. Person – Assigns a single team member to the field.

8. Multi Person – Assigns more than one team member to the field.