What are custom fields and how to use them?
TL;DR: Custom fields let you track additional data (numbers, text, choices) on tasks and client cards in Uku. Create them in Settings & Apps, then enable them on individual tasks or view them in reports.
Who can do this
Account administrators or managers with access to Settings & Apps
What are custom fields?
In your company account, you can enable custom fields to enter data such as the number of entries, records, or employees. Instead of tracking client-related numbers in Excel, store them in Uku so they are always easy to find. You can name and add as many fields as you need, and the report gives you a convenient overview of all the numbers.
How to add a new custom field
Open Settings & Apps.
Select the Tasks section.
Select Custom Fields.
Click the + ADD button. A dialog window appears.
Enter a name for the field.
Select the field type: Text, Number, Choice, Article, or Price.
Click Save.
Note: Custom fields can be renamed or deleted later, but the field type cannot be changed after creation. If the field type is Number, it can also be used in monitoring.
Making a custom field required
Custom fields can be set as Required, which means the field will appear on every new task and must be filled in. You can also limit the requirement to specific topics only.
How to use custom fields on a task
Open a task.
Select More options within the task view.
Enable the custom field you need.
Enter the value for the field while completing the task.
Custom fields in reports
Open the Report view.
Click the column settings menu (table icon).
Enable the custom field column you want to display.
The selected custom field data will now appear as a column in your report.
Related links
Troubleshooting
Custom field does not appear on a task: Make sure the field is enabled under More options within the task. Non-required fields must be manually activated per task.
Cannot change the field type after creation: Field types are locked once created. If you need a different type, create a new custom field with the correct type and archive the old one.
Required field not showing on some tasks: If the field is set to required only for specific topics, it will not appear on tasks assigned to other topics. Check the topic restrictions in the field settings.
Custom field column missing from report: Open the column settings menu in the report view and verify the field is enabled.
