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
1
Open the Custom Fields settings
Click the button with your initials at the bottom of the sidebar, then go to Settings > Custom Field.
2
Add the field
Click Add Custom Field, type a name — for example “Employee ID” or “Cost center” — and click Add Custom Field to confirm.
3
Choose the field type
In the Custom field details panel, pick a Field type: Text, Date, Date & time, Number, URL, or Boolean.
4
Configure the type's options
The options for the selected type appear below it — defaults, limits, validation. Every change is saved automatically.
5
Choose where the field appears
In the Custom field visibility panel, turn on Visible for People, Visible for Time Records, Visible for Projects, or Visible for Tasks. The field then appears on the matching records.
Field types
Beebole supports six field types, each suited to a different kind of data:
You can change a field’s Field type later from the Custom field details panel — the type-specific options switch accordingly.
Field options and validation
Each type comes with its own options, all edited in the Custom field details panel and saved automatically:
Turn on Use predefined values to restrict a text field to a fixed list: add each entry under Allowed values, and users pick a value from that list instead of typing freely.
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
1
Open the Custom Fields page
Go to Settings > Custom Fields.
2
Add a new field
Click the [+] button. Enter a Name for the field (e.g., “Employee ID”, “Cost Center”).
3
Choose the field type
Select the appropriate type from the Type dropdown: Text, Number, Date, Datetime, URL, or Boolean.
4
Set the entity visibility
Choose where this field appears: Person, Project, Task, or Time entry. A single field can apply to one or more entity types.
5
Configure optional settings
Set a Default value, Placeholder text, or validation rules as needed (see sections below).
6
Save the field
Click Save. The field now appears on the relevant entity forms.
- 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.1
Open the custom field settings
Go to Settings > Custom Fields and click the field you want to configure.
2
Set category visibility
In the Visibility section, select the specific project or task categories where this field should appear. Leave it blank to show the field on all categories.
3
Save
Click Save. The field now only appears on entities within the selected categories.
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.