How To Add A Custom Field In Wrike

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by

Vector Linux
in

I recently came across an exciting function on Wrike which enables the addition of personalized fields to tasks and projects. This fantastic feature has greatly enhanced my experience as it allows for personalization and customization of the tool to fit my individual requirements. In this article, I will guide you through the process of adding a custom field in Wrike, with detailed steps.

Step 1: Accessing the Custom Fields Settings

To add a custom field in Wrike, start by accessing the Custom Fields settings. Here’s how:

  1. Log in to your Wrike account.
  2. Click on the gear icon in the top-right corner to access the Account Management menu.
  3. Select “Custom Fields” from the menu.
  4. You will now be in the Custom Fields settings page, where you can manage all your custom fields.

Step 2: Creating a Custom Field

Once you are in the Custom Fields settings page, you can start creating your custom field. Here’s how:

  1. Click on the “New Custom Field” button.
  2. A pop-up window will appear, where you can configure your custom field.
  3. Give your custom field a name that reflects its purpose. For example, if you want to add a field for “Priority”, enter “Priority” as the name.
  4. Select the type of field you want to create. Wrike offers various types such as text, dropdown, checkbox, and date.
  5. Configure any additional options based on the field type you selected.
  6. Click “Save” to create your custom field.

Step 3: Adding the Custom Field to Tasks and Projects

Now that you have created your custom field, you can start adding it to your tasks and projects. Here’s how:

  1. Open a task or project where you want to add the custom field.
  2. Click on the three-dot menu in the top-right corner of the task or project.
  3. Select “Custom Fields” from the menu.
  4. In the Custom Fields panel, you will see a list of all the custom fields you have created.
  5. Enable the toggle switch next to the custom field you want to add.
  6. Enter the relevant information in the custom field for the task or project.
  7. Click outside the custom field panel to save your changes.

That’s it! You have successfully added a custom field in Wrike and applied it to your tasks and projects. Now you can enjoy the flexibility and personalization that custom fields provide.

Conclusion

Adding a custom field in Wrike is a fantastic way to add personal touches and tailor the tool to your specific needs. With this feature, you can easily track additional information and enhance your project management experience. I hope this step-by-step guide has been helpful in showing you how to add a custom field in Wrike. Give it a try, and I’m sure you’ll love the flexibility it offers!