Custom Fields

Introduction

Custom fields in Workflo are a powerful way to capture additional, project-specific information that standard task fields may not cover. They allow teams to tailor workflows to unique project needs, enhance reporting capabilities, and provide contextual clarity for every task. By leveraging custom fields, teams can create a highly structured and detailed overview of all ongoing work.

Why Use Custom Fields

• Enhanced clarity: Capture critical data such as client names, deadlines, budgets, or product categories.
• Better reporting: Fields can be filtered, sorted, and exported for detailed analytics.
• Flexible workflow: Each project can have its own set of fields tailored to specific requirements.
• Accountability: Ensures every team member has context and access to essential project data.

Types of Custom Fields

Workflo supports a variety of field types:

• Text: Short strings or notes for tasks.
• Number: Quantities, budgets, or scoring.
• Date: Deadlines, milestones, or start dates.
• Dropdown / Select: Predefined choices for consistency.
• Checkbox: Track completion or optional elements.

Creating and Managing Custom Fields

1. Go to the workspace or project settings.
2. Click Add Custom Field.
3. Choose the desired field type.
4. Give the field a descriptive name and optional default value.
5. Configure permissions to control who can view or edit the field.
6. Apply fields to tasks, sections, or projects as needed.

Workflow Example

Consider a marketing team running a campaign:

1. Add custom fields like Campaign Budget, Client Approval Stage, and Platform Target.
2. Each task—such as ‘Create Social Media Ads’—gets these fields filled, providing context at a glance.
3. Managers filter tasks by budget or approval stage to generate weekly reports.
4. Automations trigger notifications when the approval stage changes, keeping the workflow seamless.

Best Practices

• Use consistent naming conventions to avoid confusion.
• Keep fields limited to only those that add value; too many fields create clutter.
• Standardize fields across similar projects for consistent reporting.
• Regularly audit fields to remove outdated or redundant ones.

Advanced Tips

• Combine custom fields with tags and sections for complex filtering and reporting.
• Use dropdowns for recurring values to maintain data consistency.
• Integrate custom field data into dashboards to track project KPIs effectively.
• Document field usage for new team members to reduce onboarding time.

Conclusion

Custom fields are not just extra data—they provide structure, context, and control. By implementing them thoughtfully, teams can create a workflow environment that is precise, transparent, and scalable for future growth.