Wrike is a powerful project management tool that allows you to customize your workspace to fit your specific needs. One of the ways you can do this is by adding custom fields to your tasks and projects. In this article, we will walk you through the process of adding a custom field in Wrike.
Step 1: Log in to Your Wrike Account
To add a custom field in Wrike, you need to log in to your account. Once you are logged in, click on the gear icon located in the top right corner of the screen.
Step 2: Navigate to the Custom Fields Section
After clicking on the gear icon, navigate to the “Custom Fields” section. This is where you will be able to create and manage your custom fields.
Step 3: Create a New Custom Field
To add a new custom field, click on the “Create Custom Field” button located in the top right corner of the screen. This will take you to a form where you can enter the details of your new custom field.
Step 4: Enter the Details of Your New Custom Field
In the form, you will need to enter the name of your custom field, select the type of data it will hold (e.g., text, number, date), and choose whether it is required or not. You can also add a description to help users understand what the custom field is for.
Step 5: Save Your Custom Field
Once you have entered all the details of your new custom field, click on the “Save” button located in the bottom right corner of the screen. This will save your custom field and make it available for use in your tasks and projects.
Step 6: Use Your Custom Field
Now that you have added a custom field to Wrike, you can start using it in your tasks and projects. To do this, open the task or project where you want to use the custom field and click on the “Add” button located in the top right corner of the screen.
Step 7: Select Your Custom Field
In the drop-down menu that appears, select your custom field from the list. This will add a new field to the task or project where you can enter the data for that field.
Step 8: Enter Data in Your Custom Field
Once you have added your custom field to the task or project, you can start entering data in it. Simply click on the field and enter the relevant information. You can also edit the data later by clicking on the field again and making any necessary changes.
Adding a custom field in Wrike is a simple process that can help you customize your workspace to fit your specific needs. By following the steps outlined in this article, you should be able to add and use custom fields in no time.