Organizing Custom Fields into Groups and Custom Fields Visibility at Task Level
Wayne Olson
*Note: this request concerns organizing custom fields into groups, not grouping views by custom fields.
Currently we have the ability to set custom fields at the Space > Folder > List levels, but it would make sense, and be immensely helpful, to extend that capability one level down to the task level as well. One idea – and perhaps the easiest to implement - would be to simply allow organizing of custom fields into groups with the ability to collapse groups (e.g., unused groups) at the task level.
Setting custom fields at the space level, with the ability to customize at the folder and list levels completely makes sense, but there are, in many cases, a variety of task types at the list level that don't need to share the same custom fields inherited from the list where they live.
To give an example, for my industry I track real estate transactions (purchases and sales) on a per client basis, with the client name at the folder level, plus specific real estate transactions at the task level, in addition to other types of information related to the client and their history as a current client.
After fairly extensive experimentation and trial and error, I have 4 types of tasks (indicated by status) that are tracked at the folder (client) level:
- Client Data (for general client info prior to making a purchase or sale)
- Transaction Data (for specific purchases and sales to track contract terms and deadlines)
- Tour History (for logging a history of properties a client has toured)
- Offer History (for logging offers to purchase, made or received by the client depending on if the client is buying or selling a home)
Because of the extensive data related to a real estate transaction that needs to be captured (to track contractual terms and deadlines, in addition to performance data for the team dashboard), the list of custom fields is pretty long. But we don't need to see that full list for the other three types of tasks that are being tracked at the folder level. It's not a deal breaker, as custom fields is largely what makes CU a viable alternative to other platforms like Airtable, but it does add a layer of clutter and perhaps complexity that just doesn't need to be there in many cases.
Here's a loom video showing how my list of custom fields displays on a task (the list is too long to take a screenshot):
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Kiryl Nieviarouski
This feature is very much needed. We have 60 custom fields that need to be divided into at least 5-6 named groups.
Blake Frenkiel
Any update on the status of this? We really need this incorporated into our space.
Karel VGH
Any update on this from the devs? :-)
A
Alex Nascimento
This is good!
D
David Shalev
Grouping custom fields, along with a header for each group, would definitely be a game changer. The current method of one long list of fields creates a mess and is completely disorganized and visually frightening :) Clearly I am not the only one who thinks this way so hoping to see this feature sooner rather than later, although now I see this request goes back 4.5 years so maybe its wishful thinking....
C
Claire Wyckaert
We would also be very happy with the ability to group custom fields. Being able to reorder custom fields already helps, but as I'm reading from a lot of other users, there is still need for additional organisation when you have a lot of custom fields. Hoping for a solution soon!
Caroline Ginty
Merged in a post:
Group custom fields on task view
N
Nicholas Wright
We have a large range of custom fields. At each stage in our workflow we have to update say 5 of 20 custom fields. To find these 5 in a long list can be time consuming. This feature would allow us to group custom fields visually on the task view.
Caroline Ginty
Merged in a post:
Group customs fields together in Task view allowing collapse of groups
Mohamed Abdelmottaleb
As we use tasks as client cards, it is important to be able to group custom fields into specific groups and collapse these groups to have a clear and focused view of the card
Caroline Ginty
Merged in a post:
Headers for custom fields for visual grouping
Jean Goodwyn
I want to be able to include headers in my custom fields in a task to make it easier for users to locate a custom field in a record. For example, if this were my custom fields list:
<custom fields heading>SHIPPING DETAILS</custom fields heading>
Ship-To Address:
Shipping Date:
Shipping Weight:
Carrier:
Tracking Number:
<custom fields heading>CUSTOMER INFO</custom fields heading>
Full Name:
Phone Number:
Email Address:
In this way, I could organize the information in my custom fields usefully. It would be equally pleasing if I could select the style for these headings like I can description text – so, any number of colored backgrounds/badge treatments, font color, etc.
Caroline Ginty
Merged in a post:
The ability to combine custom fields into groups
Andrey
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