Custom fields in Nifty are highly versatile and allow users to create additional fields tailored to their specific project or task needs. This flexibility makes them useful in various ways across different industries and team functions.
Custom fields are created on the Workspace level, meaning the same field can be used across multiple projects once activated from a project's Control Center.
Usecases for Custom Fields
Here are just a handful of ways you can use custom fields to empower your workflow:
Risk Indicator: Use a Dropdown field to select from an array of potential risk levels of a task
Contact Details: Store contact details for a task as Email and/or Phone fields.
File Link: Link to relevant cloud storage files with a URL field
Reviewer: Indicate a task reviewer with a User field
Invoice Number: Use a Number field to track an invoice associated to a task
Job Site: Add the physical address where the Task will occur
Creating a Custom Field
Custom Fields can be created from a few areas within your Tasks and Roadmap screens.
Custom Fields in Tasks
You can create a Custom Field in List View of Tasks via the gear icon or + button at the end of your columns when hovering over your tasks.
You can also create a field via the + button in the Custom Fields section of a Task.
Custom Fields in Roadmap Milestones
Custom fields can also be applied to a milestone within a Roadmap. Click on a milestone to open it, then click on the + button to create a custom field.
Creating a Custom Field
All of these different creation points will lead you to the Custom Fields tab of our Project Control Center.
Select the Create field option, and you'll be presented with the different types of Custom Fields that Nifty offers.
Types of Custom Fields
Nifty offers a wide array of custom field types which specialize for different use cases in different workflows. Below is a breakdown of the different field types.
Note that all custom fields can optionally be hidden from Guests to keep this information strictly for internal purposes.
Budget Field
The Budget field can be used in two different ways:
Multiplying the time tracked on a task with an inputted hourly rate will dynamically create the amount of a task.
Manual Entry of the field cost is intended for a static amount.
The budget field is offered in the following currency types:
US Dollar ($)
Euro (€)
GB Pound (£)
Indian Rupee (₹)
Japanese Yen (¥)
Canadian Collar (C$)
Australian Dollar (A$)
Swiss Franc (Fr)
Mexican Peso (MX$)
Turkish Lira (₺)
Israeli New Shekel (₪)
Russian Ruble (₽)
Chinese Yuan Renminbi (CN¥)
Text Field
The Text Field is a content box for text entry.
Dropdown Field
The Dropdown Field allows you to create a color-coded bank of options from which to apply to the task or milestone.
Only one field option can be selected per dropdown field
The dropdown field is a grouping option in Tasks screens
Change an option's color with the Edit color button. + Add another option expands the available options within the dropdown bank.
These options and their respective colors will be seen within the task or milestone.
Number Field
The Number Field is intended for non-financial numeric attribution. Additionally, these numbers cannot contain hyphenations, meaning the Phone field is better suited for phone numbers.
URL Field
The URL Field stores an active, clickable link to quickly jump to a referenced web page.
Phone Field
The URL Field stores an active, clickable phone number to initiate a call via browser or operating system settings.
Email Field
The URL Field stores an active, clickable email address to initiate an email based on operating system settings.
Location Field
The Location Field is great for storing addresses or coordinates.
Currency Field
The Currency Field is intended for notating cost values of the Task, particularly for CRM-style workflows, as this field can aggregated in Custom Field Rollups. Think of this field as the value of whatever the task is about, rather than the calculated effort of the task relative to the project (as this would be better suited as a Budget field).
This field has the same currency options as the Budget field.
Checkbox Field
The Checkbox Field is often used for items that do not change as to not confuse its use case with Subtasks. Examples would be a checklist of requirements for a lead or a checklist of items that need repair.
Date Field
The Date Field stores a custom date and time that is selected with the same date picker tool used for Task dates.
Formula Field
The Formula Field allows for calculation (addition, subtraction, multiplication, or division) of other numeric fields.
This is done by selecting the fields as well as the operator for the equation.
This equation takes place across the relevant fields within the task or milestone.
User Field
The User Field allows you to attribute one or more project collaborators to the field. This is great for indicating responsibility of items within a task that are outside the scope of task or subtask assignments This is not a formal assignment, meaning this custom field attribution will result in any notifications or cause the task to appear in My Work.
Managing Custom Fields
To manage the fields of a project, access the fields section of the Project Control Center (same as you would as if creating a field). If you wish to implement a existing field, select the back button.
Here you can select which fields you'd like to add or remove from a project by clicking their respective activation dots. You can click on the card of a field to edit or remove it.
