Help Documentation  / Plan & track

Custom Fields

Custom fields add the data your workflow needs. See every field type IterDone supports and how to scope a field to one List or an entire Space.

The Fields panel's Create new tab, showing the Popular field-type grid (Dropdown, Text, Date, Text area, Number, Labels) and the full type list below it with each type's icon.

Adding a custom field from a List's Fields panel.

What it does

Custom fields let you add the data your workflow needs beyond a task's built-in fields — seventeen field types from Text and Number through Dropdown, People, and Files. A field can be scoped to a single List or to an entire Space.

Who needs it

Teams whose work needs to track something IterDone doesn't ask about by default — a client's budget, a campaign's channel, a build's version number.

Why use it

Adding exactly the two or three fields you actually need, instead of adopting a fixed schema built for someone else's workflow, is the difference between a tool that fits and one you fight.

How it works

Custom fields add the data your workflow actually needs, beyond a task's built-in fields. Add one from a List's Fields panel (the grid icon in the list toolbar), which offers a Create new tab and, at the List level, an Add existing tab for reusing fields already defined elsewhere.

Every field type currently creatable:

  • Text and Text area (Long Text) — a single line or a longer block.
  • Number and Money.
  • Date.
  • Dropdown and Labels (Multi-select) — both take a comma-separated list of options when you create them, e.g. "Low, Medium, High".
  • Checkbox.
  • Rating.
  • Progress (Manual).
  • Website, Email, and Phone.
  • People — pick one or more people from the workspace as the value.
  • Voting.
  • Location.
  • Files.
  • Formula and Progress (Auto) — computed, evaluate-on-read.
  • Relationship, Tasks, and Rollup — link tasks and aggregate across them.
  • Signature — draw or type a name; the signer and timestamp are recorded and the value is replaced (not edited) on re-sign.
  • Button — a labelled button that fires automations whose trigger is that button.

A field is scoped to either a List (visible only there) or a Space (visible on every List inside it, created from the Space's own "Custom Fields" context-menu entry). The Fields panel's Add existing tab also lets you attach a field that already exists somewhere else in the workspace onto the current List — it becomes the same field with the same values everywhere it's attached, not a copy — and detach it again later without deleting it from wherever else it's still in use.

Ready when your team is.

Create your workspace, bring your work across, and get the afternoon back. Iterate until done.

Nothing to install. Productive on day one. No signup for the demo. Already have an account? Sign in

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