What are custom fields and how to use them?

Custom fields let you track additional data on tasks and client records — numbers like headcount or invoice count, text notes, dropdown choices, and more. Instead of managing these details in a separate spreadsheet, store them in Uku so they are always accessible alongside the task.

Quick answer

Create custom fields in Settings & Apps → Tasks → Custom Fields. Once created, enable them on individual tasks via the More menu. Required fields appear automatically on every new task. View custom field data as columns in the Report.

Who can do this

• Company Admins and Company Owners can create, rename, and archive custom fields in Settings & Apps.
• All team members can fill in custom field values on tasks they have access to.

Custom field types

Type	Use for
**Text**	Free-form notes, reference numbers, or any string value
**Number**	Numeric values — invoice count, number of employees, entries. Also usable in Monitoring targets.
**Choice**	Single selection from a predefined dropdown list
**Article**	Reference to a specific accounting article or regulation
**Price**	Monetary amount with currency formatting

Note

The field type cannot be changed after creation. If you need a different type, create a new field with the correct type and archive the old one.

How to create a custom field

1. Select Settings & Apps from the main navigation menu.
2. Click the Tasks app.
3. Select Custom Fields.
4. Click + Add. A dialog appears.
5. Enter a name for the field.
6. Select the field type.
7. Optionally, make the field Required — required fields appear automatically on every new task. You can restrict the requirement to specific topics only.
8. Click Save.

How to use a custom field on a task

1. Open a task.
2. Click the More menu (three dots) and select Custom fields.
3. Enable the custom field you need.
4. Enter the value for the field.

Required fields appear on the task automatically without needing to be enabled manually.

Custom fields in reports

1. Open the Report view.
2. Click the Properties button (column settings icon) in the toolbar.
3. Enable the custom field column you want to display.

The selected custom field data now appears as a column in the report, letting you filter and compare values across tasks, clients, and members.

Troubleshooting

Custom field does not appear on a task

Non-required fields must be manually enabled per task via the More menu. If the field is required but not appearing, confirm the task’s topic matches the topic restriction (if any) on the field settings.

Cannot change the field type after creation

Field types are locked once created. 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 in Settings & Apps → Tasks → Custom Fields.

Custom field column missing from report

Open the Properties button in the report toolbar and verify the field is enabled. Each report tab maintains its own column visibility independently.