Custom Fields

Creating a custom field in Slingshot is simple:

1. Navigate to the project or task where you’d like to add a custom field.
2. Click the + Icon and click Add Custom Field.
3. Choose the field type (text, number, date, etc.), name it, and hit Save.

Slingshot offers various types of custom fields, including:

• Text: For open-ended entries like descriptions or names.
• Number: Perfect for tracking quantities, costs, or metrics.
• Date: Useful for deadlines or important dates.
• Dropdown: Choose from a predefined list of options.

Custom fields can be applied to tasks in Slingshot, giving you the flexibility to capture the exact data you need at any level of your workflow. They can be displayed in lists, Kanban, calendar and more to ensure your team stays on the same page. Custom fields can be saved to your Workspace or Organization library to reuse across projects.

Yes! You can add custom fields to any project template in Slingshot, ensuring that every new project created from that template is set up with the right data fields from the start.

To apply a custom field across multiple projects or tasks, simply navigate to the Fields within your task list and from the overflow click Save to Library. From there, you can quickly add them to any project or task list as needed.

There are no hard limits on how many custom fields you can create in Slingshot, allowing you to customize your workspace exactly how you need. However, keeping your fields focused and organized ensures a streamlined workflow.

Yes, you can mark custom fields as mandatory during setup. This ensures that tasks can’t be completed until all required fields are filled out, keeping your data consistent and accurate.

For real-world examples and use cases of how custom fields can transform your workflow, check out our templates or visit our Learning Management System (LMS) for detailed guides and templates. These resources will show you how teams like yours are using custom fields to drive efficiency and clarity.