How to create a custom field in all support software

Custom fields in a CRM are crucial for projects as they store project-specific data, improving relevance and visibility. They enable customized reporting for insights and offer flexibility to adapt to varying project needs. Additionally, they streamline processes, enhancing overall efficiency in project management.

Airtable

1. On your Airtable board, click on the "+" icon

2. Select which kind of field you would like to create

3. Name your field, edit your field as you desire, and then create it

Asana

1. On your Asana’s project board, click the "+" icon at the far right of the columns

2. Select the type of field

3. Name your field, edit it as you desire, and then create it

Azure DevOps

1. On your organization screen, click "Organization settings"

2. Click "Process", under "Boards"

3. In the process you utilize for your project(s), click the three dots and click "Create Inherited Process"

4. Name the process as you desire, add a description if you like, and create the process

5. Click on your newly created inherited process

6. Click the item types that you’d like to add the custom field(s), you can also create a new item type for this process

7. Click "New field"

8. Edit the field as you desire, name it and select the type of field, edit the options (if available) then create the field

9. Create an item that you added the field to verify if the field was added correctly to the item

10. In your Process screen, click on the number under the "Team Projects" column of the process that is assigned to your project (In this case, it’s the "Basic" process that is assigned to my project)

11. Click the three dots next to your project’s name, then click "Change process"

12. Click the process you added the custom field, then click "Save" at the bottom right corner of the tab, the project to which the process was assigned should now have the create custom fields added to it

Clickup

1. In your Clickup board, click the "+" icon to add a new column

2. Select the type of field you would like to create through the menu on the right side of the screen

3. Name the field and edit it as you desire, edit the available options and create it

Freshdesk

1. Through your Freshdesk dashboard, click on "Admin" through the right-side menu

2. Scroll down the screen until you see "Workflows", then click "Ticket Fields"

3. Drag your desired custom field type, then drop it on the right side box

4. Edit your field as you desire, you can edit how the field is named for customers and agents separately, edit the available options then save the field

5. Create a new ticket to check the newly created custom field

Freshservice

Github

1. In your Projects screen, click the "+" button

2. Click "New Field"

3. Name your field as you desire, select the type of field, edit the available options then save it

4. Create a test issue to visualize the options or functionality of your newly created field

Gitlab

Hubspot

1. From any screen, go to settings at the top right corner

2. Scroll down the left menu, click "Properties" under "Data Management", and select "Ticket properties" in the dropdown menu

3. Click "Create property"

4. Ensure the object type is set to the item type you are integrating, select the group to which the custom field should be assigned, label it as you like, and click next

5. Select which type of field you would like to create, edit it as you desire, and click next

6. Select the property rules for your field, then create it

7. Go back to your pipeline, then select "Create Ticket"

8. Click "Edit this form"

9. Click "Add properties"

10. Click the group to which you have assigned your custom field, then check the field’s box for it to be added to the ticket’s form

11. The field should be added to the form, click save

12. Go back to your pipeline and create a new ticket, the custom field should’ve been added to the ticket’s form now

Jira

Monday

1. From your project’s board, click the "+" icon

2. Select the type of field that you would like to create (More columns display different options of fields)

3. After selecting the type of field it should be instantly created, then click on the spaces below the field to edit the available options as you desire

Notion

1. On your Notion project board, click the "+" icon at the column

2. Select the type of field you would like to create

3. Name the field as you desire, it should be instantly created as soon as you choose the type of field, edit the field options, and visualize the field properties through the board

Salesforce

1. Click settings, then Setup

2. Click "Object Manager", then scroll down the list until you find the item type that you’d like to add the custom field (make sure that Getint supports mapping for the selected item type)

3. Click "Fields & Relationships", then click New

4. Select the type of field you would like to create

5. Edit the field as you desire, then click next

6. Establish the field-level security of the custom field, then click next

7. Select the page layouts the field should be added to, then click save

8. Go back to your board to create a new item and visualize the newly created field

ServiceNow

Trello

1. From your Trello project/board, either add a card or select a card, then click "Custom fields" on the right menu

2. Select a field, or add a new one

3. Name your field as you desire, edit the available options, and then create it

4. The field should be instantly added to the card

Wrike

1. From your Wrike’s project board, click the "+" icon at the column

2. Click "Custom field"

3. Select the type of field from the available options

4. Edit and name your field as you desire, then create it

Zendesk

1. Click in the settings at the top right corner, then click "Admin Center"

2. Click "Objects and rules", then click "Fields" under "Tickets"

3. Click "Add field"

4. Select the type of field you would like to create

5. Edit the field as you desire, then save it

6. Go back to your queue/board, either add a new ticket or select one already created to visualize the newly created field