How to Use Wrike Custom Fields to Customize Projects
Wrike is revolutionary software that helps companies to manage their projects from start to finish. Wrike is trusted by some of the biggest tech companies including Google, AirBnB, Verizon, etc.
Wrike integrates seamlessly with such CMS as WordPress and this means you can easily turn projects into blog posts. One of the most important features of Wrike is the ability to use wrike custom fields to customize projects. You can use the custom fields to keep track of tasks and folders at the project level.
This is one of the things that differentiates this tool from its competitors, let’s say how asana vs wrike operates, so we will be describing this feature in detail.
Creating wrike custom fields
To get access to wrike custom fields, you must have a business or enterprise account. Also, collaborators do not have rights to create, edit or fill in the custom fields. Follow these steps to create a custom field.
- Select a project from your workspace and then switch to the table view.
- Click the + sign on the right hand of the table
- Input a name for the new field and then hit the enter key
- In the resultant popup box, specify the relevant properties and then click on save.
Adding a custom field
To add a custom field, follow the following steps:
- Select the project or folder from your workspace and then navigate to the table view
- Click the + sign showing on the right side of the table
- Start keying in the name of your custom field.
- As you type the name, a list of related names will appear. Select the one you want from the dropdown.
In order to view a custom field the folder or project where the custom field is visible must have been shared with you.
How to apply wrike custom fields to folder levels
When you edit or create a custom field, you can decide which levels the fields will be applied to. You can apply the fields to:
- Projects, folders, tasks and subtasks – this is the default setting
- Folders and projects
- Projects – chose this option if you only want to add the field to the descendant subprojects.
Sharing a custom field will only give access to users who have been granted access it the field or to users that have access to a folder where the field is. When you share a field with data it could be used a template by the users who have access to the project. This will allow the users to not only view the field data but also add custom fields.
- To share a custom field, either create a custom field or go to edit an existing custom field.
- Click on the share icon that is at the bottom of the field properties dialog box.
- Share the field with all the users that should be given access. The default settings will share it with every user.
How to edit wrike custom fields
- To edit a custom field, select the project or folder from your workspace and then navigate to the table view
- Hoover the mouse over the name of your custom field and then click on the resultant dropdown arrow that pops below the field name.
- Click on edit column name
- In the resultant pop-up, edit your field properties as you wish
Wrike custom field history
The custom field history can be viewed by external and regular users on any business or higher account. Custom fields history is typically enabled or disabled by the account admins. As at the moment, this feature is still in beta and it might, therefore, have some bugs and the features could easily change with time. The custom field history is useful when taking stock of how a field has been modified since its inception. As long as the admin enables the option, all external and regular users will see the history on their task view panels.
How to hide wrike custom fields
When you no longer want a custom field to be displayed in a project, you use the hide custom field option. You can hide the custom field by removing a field from the project using the following steps.
- Click the + sign on the table
- Chose the project in the navigation panel and navigate to the table view
- Hover on the name of the field you want to remove
- Click on the dropdown arrow that appears
- Choose “delete column” option
The column will have been removed from the project and all subprojects.
One reason why custom fields are such a delight in Wrike is that you can actually roll a custom field you have created in all current projects. This makes collaboration and administration of projects so much easier. If you have not yet tried working with custom projects, give it a go and see how simpler project management will become.