Overview
Create custom fields to collect and track the data that is most important for your business. At this time, you can add custom fields to draft, in progress, and completed projects.
Custom Field Management
Custom fields are created and edited in Workspace Management > Custom Fields (/app/workspace/custom-fields)
The custom fields management page has a table list of all existing custom fields for the workspace.
Click the `+ New custom field` button to create a new custom field. Or click on the pencil icon in the table row to edit.
Custom Field Types
We have multiple types of custom fields available. This group is constantly growing as we add new capabilities
Drop Down, Single Select: Allows users to select one option from a dropdown from available selections.
Drop Down, Multi Select: Allows users to select unlimited options from a dropdown from available selections.
Numeric: Allows users to enter any number into Baton.
Free Text: Allows users to enter any text in any format into Baton.
Date: Allows users to enter a date into a Baton project or automatically associate a project-level or task-level date from any project.
Date Formula: Calculates the number of days between values of two specified date fields selected in the template or project.
Custom Field Setup
The dropdown custom field type requires a field name as well as at least one field option. A description is optional. Other custom field types include numeric and free text.
Options can be ordered by dragging and dropping
A field can be marked as required, and Baton will validate to make sure a value is entered for all new projects once the field is in use.
Users can also manage the visibility of their custom fields.
Once created, a custom field that is visible to users will appear as a column in the Project List view, and as an option for pivoting the Board View. It’s also possible to filter projects by custom fields!
List View
List View
Board View
Board View
Using custom fields in a project to collect additional information
All visible custom fields are added as inputs in the New Project create form as well as the Project Details edit form.
