Custom fields are available on higher-tier plans. If your subscription doesn’t include them, the Custom Field entry in Settings shows an upgrade button instead of opening the page.
Creating a custom field
Open the Custom Fields settings
Click the button with your initials at the bottom of the sidebar, then go to Settings > Custom Field.
Add the field
Click Add Custom Field, type a name — for example “Employee ID” or “Cost center” — and click Add Custom Field to confirm.
Choose the field type
In the Custom field details panel, pick a Field type: Text, Date, Date & time, Number, URL, or Boolean.
Configure the type's options
The options for the selected type appear below it — defaults, limits, validation. Every change is saved automatically.
Field types
Beebole supports six field types, each suited to a different kind of data:| Type | Holds | Example use |
|---|---|---|
| Text | Free text, or a pick list of predefined values | Employee ID, client reference |
| Number | Numeric values, with optional prefix or suffix | Mileage, purchase order amount |
| Date | A calendar date | Contract start, certification expiry |
| Date & time | A date with a time of day | Shift start, incident time |
| URL | A web link | Link to an external tracker |
| Boolean | A yes/no value with customizable labels | Remote worker, billable indicator |
Field options and validation
Each type comes with its own options, all edited in the Custom field details panel and saved automatically:| Type | Options |
|---|---|
| Text | Minimum length, Maximum length, Validation pattern (regex), Placeholder text, Default value, and Use predefined values with a list of Allowed values |
| Number | Minimum value, Maximum value, Step size, Allow decimal numbers, Decimal places, Prefix, Suffix, Default value |
| Date | Earliest date, Latest date, Default date |
| Date & time | Earliest date & time, Latest date & time, Default date & time |
| URL | Placeholder text, Default value |
| Boolean | Label for ‘Yes’, Label for ‘No’, Default value |
Beebole validates values as people enter them. An entry outside the allowed range or format is flagged with an error and not saved until corrected.
Choosing where a field appears
The Custom field visibility panel controls which items carry the field. Each toggle is saved automatically:- Visible for People — The field appears on every person’s profile.
- Visible for Projects — Turn it on, then use Add a category to choose the project categories where the field applies. Within each category you can tick the hierarchy levels — for example top-level projects only, or their subprojects too.
- Visible for Tasks — Turn it on, then choose the task categories where the field applies.
- Visible for Time Records — The field appears when filling in a time entry’s details on the timesheet. Narrow it down with Project categories and Task categories, and turn on Absences to also show the field on time-off entries.
Entering values
Once a field is visible for a given type, it appears automatically on every matching record — there is nothing to add one by one. Open a person, project, or task and fill in the field in its Custom fields panel; values are saved automatically as you enter them. For time records, open the entry’s details on the timesheet and fill in the field there.Custom fields in reports
Custom field values flow into reporting. When you build a custom report, any custom field visible on people, projects, or tasks is available as a column for that type — so a field like a client reference or region becomes a regular report dimension.Managing custom fields
To manage an existing field, open it in Settings > Custom Field and click the ⋯ action menu next to its name. The menu offers Duplicate, Rename, Archive, Unarchive, and Delete. Archived fields disappear from the list. Click Show Archived to display them, then use the ⋯ action menu and Unarchive to restore one.Related content
People
Manage the profiles where person-level custom fields appear.
Projects
Organize projects into the categories that drive field visibility.
Timesheets
See where time-record custom fields show up when entering time.
Custom Reports
Use custom field values as columns in your report layouts.
Frequently asked questions
Which field types does Beebole support?
Which field types does Beebole support?
Beebole offers six custom field types: Text, Number, Date, Date & time, URL, and Boolean. Each type has its own options, such as length limits and patterns for text or earliest and latest dates for date fields.
Do custom fields appear on the timesheet?
Do custom fields appear on the timesheet?
Yes. Turn on Visible for Time Records and the field appears when filling in a time entry’s details on the timesheet. You can limit it to specific project or task categories, and the Absences toggle also shows it on time-off entries.
Can I restrict a custom field to a list of allowed values?
Can I restrict a custom field to a list of allowed values?
Yes. On a Text field, turn on Use predefined values and add the entries under Allowed values. In Beebole, users then pick from that list instead of typing free text.
Can I show a custom field only for some project categories?
Can I show a custom field only for some project categories?
Yes. Under Visible for Projects, add only the project categories where the field belongs, and tick the hierarchy levels it should cover. Projects in other categories won’t show the field.
Can I change a custom field's type after creating it?
Can I change a custom field's type after creating it?
Yes. Open the field in Settings > Custom Field and pick another Field type in the Custom field details panel. The type-specific options change with it, so review limits and defaults after switching.