Custom Fields
Custom fields let admins define per-user data points. Each user fills in their own values, and Tasks can read those values as user-specific context — a person's department, external account ID, region, or anything else that varies by individual.
Defining fields (admin)
Open Org Settings and select the Custom Fields tab. Click New to add a field:
| Property | Description |
|---|---|
| Name | The field's label, used when Tasks look the value up |
| Type | String for a single value, or Array for a list of values |
| Description | Optional note shown to users when they fill in their value |
Once created, the field appears in every user's personal settings. Editing a field lets you change its description; the name and type stay fixed. Deleting a field removes all stored user values for it.
Filling in values (users)
Each person sets their own values under User Settings → Custom Fields. Every field the admin defined appears with an input matching its type. Values are saved per user and are visible only to that user and to automations running on their behalf.
If no fields have been defined, the page notes that the organization hasn't configured any.
How the values are used
Tasks and other automations read custom field values when they need context specific to whoever is running them, so behavior can adapt per person without anything being hard-coded.