How to edit/delete Custom fields

  • Select ‘All projects’ on your left side navigation menu. 
  • Select Custom fields tab and existing Custom fields will load. 
  • Select the Custom field you would like to edit and select the “...” ellipsis button. 
  • Choose to edit or delete the Custom field. 
  • If a custom field is in use on any project (active or archived), you cannot edit the field type or delete the field.
  • If a custom field is a dropdown, you can edit the dropdown options at any time
  • If an option in the dropdown menu is removed from the company, and is in currently used in a project, that project field value will become empty.

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