Use fields

Who can use this feature?

🔐 Only workspace editors can configure and set fields.

⭐️ On the free plan, you can create up to 3 fields. On the Standard plan, you can create an unlimited number of fields.

Fields allow you to track additional information about items. You can create fields for labels, dates, owners, or anything else that’s important to your workflow. Fields also make it easy to filter relevant content, allowing you to single out the items marked with a certain field – for example, high-priority tasks.

There are four types of fields you can create:

  • Single select: Creates a drop-down list of options that can be selected one at a time.

  • Multiple select: Creates a drop-down list that allows you to select multiple options.

  • Date: Allows you to set a date, such as a deadline.

  • Team member: Allows you to assign an item to a member of your team, sending them a notification.

To create a field

  1. Open the workspace settings.

  2. Go to the section Fields and click ADD FIELD.

  3. Choose a name for your field, for example, "Tag", "Due date", "Assignee", or "Status".

  4. Select the field type. For the Single select and Multiple select fields, you'll be prompted to add options. You can add as many unique options as you want.

  5. Click ADD FIELD to save your new field.

To edit or delete a field

  1. Open the workspace settings.

  2. Go to the section Fields.

  3. Click the More button (three dots) to the right side of a field you would like to edit or delete.

  4. Select Edit or Delete.

    • To edit: Click Edit, make the necessary changes, and click SAVE CHANGES.

    • To delete: Click Delete.


To filter by field

You can easily filter the items that meet specified criteria, i.e. have (or don't have) certain fields. You can combine as many filters as you like.

  1. Type + into the search bar.

  2. Select the field you want to filter by.

  3. Select the field value. Only the items with that field value will be displayed.

  4. (Optional) Type + into the search bar again to add another filter and further refine the results.