Custom fields

Custom fields let you shape items to fit your process. They are Monday-style columns, configured per organization, and rendered dynamically across views, forms, and the portal.

Available field (column) types

Type	Use it for
Status	A colored, single-select state (its own set of labels).
Person	Assigning a user.
Date	A single calendar date.
Timeline	A start-to-end date range (drives Timeline/Gantt).
Number	Quantities, counts, amounts.
Formula	A computed value derived from other fields.
Dropdown	Single- or multi-select from a defined list.
Checkbox	A simple yes/no flag.
Files	Attached documents or images.
Link	A URL.
Rating	A score (e.g. stars).
Dependency	A relationship to another item (blocks / blocked-by).

How custom fields behave

• Per organization and configurable — you decide which fields exist and how they are labeled. Nothing is hardcoded.
• Rendered dynamically — once you add a field it appears automatically in views and can be surfaced in forms and the portal; no rebuild required.
• Usable everywhere — filter, sort, and group by custom fields in Views, summarize them in Dashboards, and collect them through intake forms.

Adding a custom field

1. Open Settings → Custom fields.
2. Choose a type from the table above.
3. Configure it (label, options for dropdown/status, formula expression, etc.).
4. Decide whether it is portal-visible if end-users should see it.

Portal-visible fields

Some custom fields can be marked portal-visible so contacts see relevant details on their tickets in the portal. Keep internal-only fields hidden.

Tips

• Use Timeline fields to power Gantt scheduling.
• Use Formula fields to derive roll-ups instead of maintaining numbers by hand.
• Only expose the custom fields end-users actually need in the portal.