Organization Fields help teams maintain structure and consistency across projects, especially in large organizations with multiple divisions and workstreams. They provide a flexible way to categorize, organize, and retrieve projects without relying on rigid hierarchies.
How to Add Organization Fields
From the Home screen, click on the “Organization Fields” under Users and Library
Click on the “+ New Field” button on the top right of the screen.
Add an name and select a type. The available types are:
User: Let’s you associate existing members of your organization with projects
Number: Designed for capturing numerical values in projects
Tag: Allows you to define categories that are specific to your organization’s needs
When creating a Tag field, you can add predefined options for users to select from. Each option can be customized with a name and color to make categories easier to identify.
Added fields appear in the Organization Fields list, where you can view values and add more using “+ Add” (available only for Tag fields)
How to Edit, Duplicate and archive Organization Fields
Hover over a field name in the Name column to reveal the three-dot menu. From here, you can edit, duplicate, or archive the field.
Unarchive: Click on “Archived Organization Fields” at the bottom of the list, then select the field you want to restore
In the Archived Organization Fields list, hover over the field name, click the three-dot menu, and select Unarchive to restore it.
