Create and manage fields

Fields capture information about focus areas. Focus comes with standard fields, such as Owner, Status, and Target Date, and app admins can create custom fields to track anything else your organization needs.

Create a custom field

You can create up to 50 custom fields for focus areas.

To create a custom field:

  1. Select the Settings icon in the top right corner, then select Focus settings.

  2. From the left navigation, select Fields.

  3. Select the Focus areas tab.

  4. Select Create.

  5. In the panel that opens:

    • In Label, enter a name for the field. This label appears across your site, so choose a clear name.

    • In Type, select the type of field. You can't change this once the field is created.

      • For a Select field, add each choice in Options. To let people pick more than one, select Allow selection of multiple options.

      • For a User field, select Allow selection of multiple users if people can pick more than one person.

    • In Description, describe what the field is for. It appears in the Description column on the Fields page and when someone hovers over the field's column header.

  6. Select Create.

Your new custom field is added to every focus area type. You can remove it from a specific type on the Types page.

Custom field types

This table lists the custom field types that Focus supports:

Custom field type

Description

Text

Allows entering text

Number

Stores and validates a number

Date

Allows selecting a date

Select

Allows selecting one or more values from a list of options

Checkbox

Stores a true or false value, displayed as a checkbox

User

Allows selecting one or more people

Edit or delete a field

You can edit or delete custom fields. You can also edit the standard fields Priority and T-shirt size.

To edit or delete a field:

  1. Select the Settings icon in the top right corner, then select Focus settings.

  2. From the left navigation, select Fields.

  3. Select the Focus areas tab.

  4. Next to the field, select More actions (•••), then select Edit or Delete.

  5. To edit, update the label or description, then select Save. Changes apply everywhere the field is used. To delete, select Delete in the confirmation.

Deleting a custom field also deletes all the data entered in it, on every focus area.

Hide a standard field

You can hide the Status and Health fields. Hiding a field removes it from every focus area type that uses it.

To hide a field:

  1. Select the Settings icon in the top right corner, then select Focus settings.

  2. From the left navigation, select Fields.

  3. Select the Focus areas tab.

  4. Next to Status or Health, select More actions (•••), then select Hide.

  5. In the confirmation, select Hide field.

To unhide a field, select More actions (•••) next to it, then select Unhide. Then add it back to the types that need it.

To change which statuses people can choose, use the Statuses page instead.

 

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