In Kitchen, custom fields allow you to store and organize additional information for both tasks and client profiles.
Kitchen currently supports 9 custom field types, each designed for different types of data and workflows.
Custom fields used in tasks support additional customization options such as:
icons
colors
visibility settings
visual display on task cards
Client profile custom fields support the same field types, but with a more simplified setup experience and fewer visual customization options.
Task custom fields are managed from Settings → Task Fields.
To learn more about creating and managing global task custom fields, see How to Create Global Task Custom Fields.
Client custom fields can be managed from the Clients section by opening a client profile and scrolling to the Custom Fields section, and created via the Create Custom Field button.
Below is a detailed overview of each available custom field type, how it works, and the customization options available when creating fields from the task modal.
• Text
The Text field allows you to create a text-based custom field.
When creating it, you can:
enter the field name
change its icon
hide the icon entirely
change the icon’s style - switch between outlined and filled styles
use the search bar
or reset the icon to default
assign a color that will appear on the task card
set the field visibility:
This board only - the field can be used only on this board
All boards - the field can be used on any board
Visible to clients - whether clients will be able to see the field on cards
You’ll also be able to preview and delete the field.
To add text, click the empty row next to the Text field and enter your value. After saving, you can click the entered text again to reopen the edit window, where you can edit the value, reset it, or update the field’s settings.
• Number
The Number field allows you to enter numerical values. You’ll again be able to set the field’s name, icon, color, and visibility.
Along with all these, you’ll see a dropdown menu next to the name input field that lets you choose between different formats:
plain number
percent
currency
For currency fields, you can select from a large list of supported currencies.
To enter a value, click the empty row next to the field. You can type the number manually and also use the arrows on the side of the field to increase or decrease the value incrementally.
Setting the format to percent or currency automatically adds the corresponding symbol to the entered value.
• List
The List field allows you to create a predefined list of selectable options.
You can edit the list name and icon, and set up the different options, choosing their name and color.
Once created, you can change their order using the handle before their names. You can also set the field’s visibility and delete it if needed.
After creating the available options, click the empty row next to the field to open the selection window, where you can choose an option, use the search bar to quickly find one, reset the current value, and edit the field itself.
• Multi-List
The Multi-List field works similarly to the List field but allows selecting multiple options at the same time.
Here you have the same setup options as in the List field - choosing the list’s name, icon, and visibility, as well as setting up the options’ names and colors. Options can also be reordered using drag and drop.
Assigning values to a Multi-List field works the same way as with the List field, with the difference that you can pick multiple values.
• Date
The Date field allows you to set custom dates for tasks, making it great for scheduling calls, delivery dates, and other events.
It can be personalized using the same settings for name, icon, color, and visibility, while also allowing you to preview and delete the field.
Clicking the row next to the Date field opens the date picker, where you can either select a date from the calendar or enter it manually.
• Checkbox
The Checkbox field allows creating labels to track whether a specific action or part of a process has been completed.
The same settings for name, icon, color, and visibility are available here as well, along with the preview and delete options.
Once set, you can assign the value by clicking on the empty row and checking the box, where you can also use the Edit button to easily edit the field.
• URL
The URL field allows you to add website links directly to tasks for quick access.
You can set up the field’s name, icon, color, and visibility, and once done, click the empty row next to the field to open the window where you can enter and save a URL. Once a URL is added, you can click it again to update it, reset it, or edit the field’s settings.
When a URL is added, you can open it directly from the task modal by clicking the arrow button displayed on the right side of the field.
If you are viewing the task in the board’s Kanban view, you can also use Ctrl + Click (or Cmd + Click on Mac) to open the link directly.
The Email field allows you to store an email address relevant to the task.
After configuring the field’s settings (name, icon, color, and visibility), you can enter an email address in the empty row next to the field.
Once an email address is added, you can click the arrow button displayed on the right side of the field to open a pop-up window where you can choose how you would like to contact that email address.
Just like with the URL field, you can also use Ctrl + Click (or Cmd + Click on Mac) from the board’s Kanban view to open the same window directly.
• Phone
The Phone field works similarly to the Email field and allows you to store contact phone numbers related to the task.
Here, you also have the same field settings available - name, icon, color, and visibility.
After entering a phone number in the empty row next to the field, you can click the arrow button displayed on the right side of the number to choose an application for contacting that phone number, if one is available on your device.
Note
When creating a custom field from Settings → Task Fields, the initial setup only includes:
the field name
field type
client visibility settings
Additional customization options become available after the field is added to tasks from a board.
You can then open the field’s Edit window from the task modal (by clicking its name→Edit) to access the full customization settings described above.
To learn more, see How to Add and Manage Fields in the Task Modal.
Still need assistance? Contact support.
