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:

  1. Go to the project where you want to add a custom field

  2. Select 'More'

  3. 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:

  1. Go to the project where you want to add a custom field

  2. Select 'Overview' (this can also be done from the 'More' button)

  3. Select '+ Add new custom field' under 'Project custom fields'

  4. Select your field type

  5. Type in the field name and select options, if applicable

  6. 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 and deleting custom fields

  1. Go to 'More' -> 'Custom fields' in the project you want to change

  2. This opens a modal with a list of your custom fields 

  3. To edit, select the pencil icon. Type in the changes you want to make to the label and press enter 

  4. To delete, select the trash icon and confirm the deletion

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. 

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.

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