Wrike is a powerful project management tool that allows you to organize and manage your tasks effectively. However, sometimes you may need to add more fields to your projects or tasks to better track and manage them. In this article, we will guide you through the process of adding more fields in Wrike.
Step 1: Access Your Account Settings
To add more fields in Wrike, you need to access your account settings. Log in to your Wrike account and click on your profile picture in the top right corner of the screen. From there, select “Settings” from the drop-down menu.
Step 2: Navigate to Custom Fields
Once you are in your account settings, navigate to the “Custom Fields” section. This is where you can create and manage custom fields for your projects and tasks.
Step 3: Create a New Custom Field
To add a new custom field, click on the “Create Custom Field” button. You will be prompted to enter a name for the field and select its type. Wrike offers several types of fields, including text, number, date, and more. Choose the type that best suits your needs.
Step 4: Configure Your Custom Field
After selecting the type of field, you can configure its settings. This includes setting a default value, making it required or optional, and specifying any other relevant options. Once you have configured your custom field, click on the “Save” button to add it to your account.
Step 5: Add Your Custom Field to Projects and Tasks
Now that you have created a new custom field, you can add it to your projects and tasks. When creating or editing a project or task, look for the “Custom Fields” section. From there, select the custom field you want to add and enter the relevant information.
Once you have added your custom field to your projects and tasks, you can use it in reports. Wrike offers several report types that allow you to track and analyze your data. Look for the “Custom Fields” section in your reports and select the field you want to include.
Conclusion
Adding more fields in Wrike is a simple process that can greatly enhance your project management capabilities. By following these steps, you can create custom fields that meet your specific needs and track your data more effectively. Remember to use your custom fields in reports to gain valuable insights into your projects and tasks.