Overview
Custom Attributes let you define additional fields that can be applied to projects and employee profiles. This article walks you through creating Custom Attributes, configuring their field types, and applying them to projects and employees.
Prerequisites
You must have an account type with permission to manage Lists & Templates.
Process
1. Create a Custom Attribute List
a. Navigate to Lists & Templates → Custom Attributes.
b. Click + Add List in the top right corner. The setup page opens.
c. Under Basic Information, enter the following:
List Name (required) — a name for the attribute set (for example, "Project Lead" or "Region").
List Description (optional) — additional context. Max 144 characters.
Module (required) — select either Project Settings or Employees. This determines where the attribute appears.
Note: Each module can only have one Custom Attribute list configured. Make sure all the attributes you want on a given module are added under a single list.
2. Add fields to the list
Each list can contain one or more fields. To add a field:
a. Click + Add Field on the right side of the page.
b. Enter the field name and select a Field Type:
Dictionary — sources options from the workspace Dictionary.
Text Input — an open field for custom text.
Dropdown — a predefined list of choices.
Multi-Selection — allows multiple selections.
c. (Optional) Mark the field as Required if a response must be filled in.
d. (Optional) Set an Initial Value. This can be adjusted later.
e. Repeat for additional fields as needed. Drag fields by their handle to reorder them.
3. Save the list
Click Save Basic Information in the top right corner to save the list and its fields.
4. Apply Custom Attributes to a project
Once the list is created, the attributes pre-populate within Project Settings for any project tied to that module.
a. Open the relevant project and navigate to Project Settings.
b. Select the Custom Attributes tab in the left side panel.
c. Enter the appropriate responses for each attribute.
d. Click Save Settings in the top right.
5. Apply Custom Attributes to an employee profile
Custom Attributes configured for the Employees module pre-populate within each employee's record.
a. Navigate to the Employees module.
b. Click the appropriate employee's name to open their record.
c. Click Edit at the top right.
d. Navigate to the Custom Attributes tab and enter the appropriate responses.
e. Click Save in the top right.