Every project and action card comes with many out-of-the-box ways to add information about the work you want to complete. But, many teams have custom data that they need to track. This could include:
Project category or type
Region or office supporting this project
Link to Figma file in a design action card
If you have specific data you want to track, Hive allows you to create custom fields at both the action and project level.
Creating action custom fields
You will see action custom fields inside each action card within the project that contains that custom field. These custom fields are also visible in Table view.
Here's how to set one up:
Go to the project where you want to add a custom field
Select 'More'
Select 'Custom fields'
4. It will open a modal. Click the 'Create new custom field' button
5. Type the name of the field you want to add, select the field type and save
Action custom fields have seven different field type options:
Text: Text entry field
Select: Dropdown selection field, either single- or multi-select, giving users options to select
User: User dropdown allowing you to pick a user's name in your Hive workspace
Date: Dropdown calendar
Project: Dropdown Projects
Formula: Create a formula based on other data values
Number: Number entry field
Now that I have created my action card custom field 'Maintenance Level', any action I open within my East Project where the custom field is turned on, will have the option on the action cards, shown here:
Reordering Custom Field Options
With the list options, you can drag to re-order the options in the drop-down using the grabber bars:
Creating project custom fields
You can create and view project custom fields on the Overview page of each project. These custom fields are also visible in the Project Navigator, and you can view them in Portfolio View.
Here's how to set one up:
Go to the project where you want to add a custom field
Select 'Overview' (this can also be done from the 'More' button)
Select '+ Add new custom field' under 'Project custom fields'
Select your field type
Type in the field name and select options, if applicable
Click 'Save and add'
You can update the custom field input from the project Overview page or from Project Navigator.
On the project Overview page:
On Project Navigator:
Click on the 3 dots to show project custom fields on Project navigator, and select which ones you want to view. It is also possible to sort your projects alphabetically by the custom fields you select as well as filter them by custom field value. This only impacts your view of Hive:
Editing Custom Fields
From the Project view, go to 'More' -> 'Custom fields' in the project you want to change
This opens a modal with a list of your custom fields
To edit, select the pencil icon. Type in the changes you want to make to the label and press enter
Admin users have the ability to edit or delete existing custom fields, regardless of who created them. Non-admins are able to create custom fields, but will only be able to edit or delete the ones they have created.
Deleting Custom Fields
From the Project view, go to 'More' -> 'Custom fields' in the project you want to change
This opens a modal with a list of your custom fields
To delete, select the 3-dot icon, select Delete
Choose "Delete custom field but keep existing instances" or "Delete custom field from all actions"
Note:
"Delete custom field but keep existing instances" - This option deletes the custom field from your workspace but if the custom field had any value in it, then that custom field will still be visible.
"Delete custom field from all actions" - This option deleted the custom field from your workspace completely and even the custom fields that had values will be deleted.
Accessing Custom Field Library
Once a custom field has been created, it is accessible by the entire workspace. Both project and action custom fields can be turned on or off in individual projects, depending on the additional information you wish to capture within that project.
To access this library within a project go to More > Custom Fields. You will then be able to toggle On/Off individual fields for the project.
However, you can also add custom fields to or remove them from multiple projects/templates as well if you need to do that in bulk. Just click on the number of projects under the Used in column.
