Managing fields

Editing fields

You can edit fields through the View options menu. To access it:

1. Open a List or Board view.
2. Click the Options button in the top-right corner.

3. In the View options menu, hover over the field you want to edit and click the    button next to it.

4. Alternatively, in the List view, click the column name and select Edit field.

Field editing options

In the Edit field menu, you can:

• Change the field name, description, and other details.
• Lock or unlock a field

Locked fields

When a field is locked:

• Project fields can only be edited or deleted by users with the Full-access role.
• Team fields can only be edited by Team owners.

Locking a field does not restrict editing the values within tasks; only the field itself is protected. For example:

• The name and description of the field cannot be edited.
• A Select field's options cannot be changed.
• A Currency field's currency type cannot be modified.

Inherited fields

Fields created inside a team are automatically inherited by all projects within that team.

• In a project's View options menu,    icon next to a field indicates that the field is inherited from the team.

• Inherited fields can only be edited from the team's View options.
• This feature is particularly useful for dashboards and workloads, allowing consistent reporting across multiple projects.

Saving a field as a template

To save a field as a template for reuse in other projects or teams:

1. Open a List view.
2. Click the column name.
3. In the dropdown menu, select Save as template.