Custom Fields
Custom fields let you track additional information on tasks beyond the defaults.
Field Types
FanDesk supports these custom field types:
| Type | Description | Example |
|---|---|---|
| Text | Single line text | "Feature name" |
| Number | Numeric value | "Story points", "Hours" |
| Select | Single dropdown choice | "Priority tier" |
| Multi-select | Multiple choices | "Labels" |
| Date | Date/time picker | "Target release" |
| Person | User reference | "Reviewer" |
| Checkbox | Boolean toggle | "Needs design" |
| URL | Link field | "Figma link" |
| Email address | "Customer email" | |
| Phone | Phone number | "Contact phone" |
| Files | Attachments | "Screenshots" |
| Relation | Link to tasks/contacts | "Related tasks" |
Creating Custom Fields
- Open project settings
- Go to Custom Fields
- Click + Add Field
- Configure:
- Name
- Type
- Options (for select fields)
- Required (yes/no)
- Show on card (visible in kanban)
Field Groups
Organize fields into groups:
Task Details
├── Priority
├── Story Points
└── Labels
Technical
├── Figma Link
├── API Endpoint
└── Database Impact
Groups appear as collapsible sections when editing tasks.
Select Field Options
For Select and Multi-select fields:
- Add options when creating the field
- Each option can have:
- Label
- Color (for visual distinction)
Example "Priority Tier" field:
- P0 - Critical (red)
- P1 - High (orange)
- P2 - Medium (yellow)
- P3 - Low (gray)
Number Field Configuration
Number fields support:
| Setting | Description |
|---|---|
| Currency | Display as money ($100) |
| Format | Decimal places |
| Min/Max | Validation limits |
Using Fields in Views
Table View
All custom fields appear as columns. Click headers to sort.
Board View
Fields marked "Show on card" appear on task cards.
Filters
Filter tasks by custom field values:
- "Show tasks where Story Points > 3"
- "Show tasks with Label = Bug"
Template Fields
Project templates include pre-configured fields:
Engineering Template:
- Priority (Select)
- Labels (Multi-select: Bug, Feature, Tech Debt, Docs)
- Story Points (Number)
Sales Template:
- Deal Value (Number with currency)
- Probability (Select: 10%, 25%, 50%, 75%, 90%)
- Expected Close (Date)
Next: Learn about project analytics in Analytics.
Need help? Contact us at hello@fandesk.live