Add and update your custom fields

Manage the information you track in Projects by creating and updating custom fields.

Custom fields let you add extra details to tasks and projects, making it easier to categorize, filter, and manage work across your workspace.

Add a Custom Field

When to use: Use this method when you want to track new types of information.

1. Click the ⚙️ Settings icon in the top-left corner of your Wonderly screen.

2. Click the arrow button to expand the secondary sidebar.

3. Click Projects on the secondary sidebar.

4. Go to the Workspaces tab.

5. Open the workspace where you want to add a custom field.

6. Click the Custom Fields tab.

7. Click + Add custom field.

8. Enter a name for your field.

9. Select a field type.

   1. Text

   2. Multi Select

   3. Number

   4. Person

   5. Multi Person

   6. Select

   7. URL

   8. Date.

10. Click Save.

Expected outcome: The new custom field is available for all tasks and projects in the selected workspace.

---

Edit or Update a Custom Field

When to use: Use this method to edit a custom field or change its field type for better tracking of information.

1. Click the ⚙️ Settings icon in the top-left corner of your Wonderly screen.

2. Click the arrow button to expand the secondary sidebar.

3. Click Projects on the secondary sidebar.

4. Go to the Workspaces tab.

5. Open the workspace where you want to edit a custom field.

6. Click the Custom Fields tab.

7. Click Edit on the custom field you want to update.

8. Make the necessary changes.

9. Click Save to apply your updates.

Expected outcome: The updated custom field applies to all tasks and projects in the selected workspace.

---

Duplicate or Delete a Custom Field

When to use: Use this method to duplicate or remove a custom field that is no longer needed.

1. Click the ⚙️ Settings icon in the top-left corner of your Wonderly screen.

2. Click the arrow button to expand the secondary sidebar.

3. Click Projects on the secondary sidebar.

4. Go to the Workspaces tab.

5. Open the workspace where your custom field lives.

6. Click the Custom Fields tab.

7. Click Duplicate next to the field you want to copy, or click the 🗑️ trash icon to delete a field.

   1. If duplicating, select the workspace where you want to add this duplicated custom field.

      1. Click Duplicate custom field to confirm.

   2. If deleting, type DELETE in the validation field.

      1. Click Delete field to confirm.

Expected outcome: The workspace reflects the duplicated or deleted custom field across all tasks.