Field types
Reference for the 19 custom field types — what each holds and when to use it.
Every custom field has a type, which decides what can be entered and how it's shown and filtered. The same types are used for task, project, list and form fields.
Text and numbers
| Type | Holds | Use for |
|---|---|---|
| Small Text | A single line of text. | Names, reference numbers, short answers. |
| Big Text | Several lines of text. | Notes, descriptions, detailed answers. |
| Number | A number. | Quantities, amounts, scores. |
| Yes/No | A tick box. | Simple yes-or-no facts: Signed?, Billable? |
Choices
| Type | Holds | Use for |
|---|---|---|
| Single Select | One option from a list you define. | Categories, regions, sizes. |
| Multi Select | Any number of options from a list you define. | Tags, skills, affected systems. |
Select fields need their options set. Use Add Options in Settings, or when you create a record-specific field.
Dates and times
| Type | Holds | Use for |
|---|---|---|
| Date | A calendar date. | Contract end, renewal, inspection date. |
| Date Range | A start and end date. | Leave, a campaign window, a booking. |
| Time | A time of day. | Appointment times, opening hours. |
Dates are calendar dates. The day you pick is the day everyone sees, whatever their time zone.
Contact details
| Type | Holds |
|---|---|
| An email address. | |
| Phone | A phone number. |
| Address | A postal address. |
| Link | A web address. |
People and files
| Type | Holds | Use for |
|---|---|---|
| Person | A member of your workspace. | Reviewer, account manager, approver. |
| File | An uploaded file. | Contracts, photos, receipts. |
Links to other records
These types connect records to each other, so you can go straight from one to the other.
| Type | Points to | Example |
|---|---|---|
| Task | A task. | A list entry's Follow-up task. |
| List | A list, or an entry in one. | A task's Client, from your Clients list. |
| Custom Form | A custom form. | Which form a process uses. |
| Custom Form Entry | One submission to a form. | The request a task came from. Task Arrow adds this automatically when you create a task from an entry. |