Craft.io comes with a set of default fields - Importance, Effort, Value, Story Points, and Labels - but no two product teams work exactly the same way.
Custom fields let you extend the platform to match your team's workflow: the terminology you use, the frameworks you score by, and the data points that drive your planning conversations.
What custom fields are
Custom fields are additional attributes you define to capture the information that matters most to your team. Because every item in your Workspace shares the same fields, your data becomes much easier to filter, group, score, and compare.
Common uses include:
Scoring models and prioritization frameworks (RICE, WSJF, custom weighting)
Geographic or segment organization (Region, Customer Type)
Ownership and risk indicators (Team Owner, Risk Rating)
Custom time frames for roadmap alignment (PIs, Half Years)
Release documentation (Acceptance Criteria, Release Notes)
Craft.io includes ready-made templates that automatically add the right custom fields to your Workspace. Learn how to use them and explore the available templates.
Where custom fields live in Craft.io
Custom fields exist at two levels:
Workspace custom fields - created within a specific Workspace, visible only within that Workspace. Managed by Workspace Admins
Portfolio custom fields - created at the Portfolio level and shared across all connected Workspaces. Changes apply everywhere. Refer to Portfolio Custom Fields for guidance on setting these up.
Both levels follow the same creation principles but serve different planning purposes. If your team operates within a single Workspace, Workspace-level fields are sufficient.
Available field types
Craft.io supports the following custom field types. Workspace Admins can configure these in Workspace Settings.
Number - Scores, rankings, or capacity metrics
Date - A date selector. Commonly used for target dates or internal deadlines
Single Selection - One predefined value per item (for example, Priority or Region). A default value can be set.
Multi Selection - Multiple predefined values per item
Team Member - Assigns ownership from your Workspace or Portfolio team list
Milestone - Highlights key delivery checkpoints on Timeline and Swimlane roadmaps
Timeframe - Assigns items to custom planning periods such as Years, Half Years, or PIs
Formula - A calculated score derived from other numeric or selection fields using defined weights
Link - Creates a clickable URL to documentation or an external resource
Text (single line) - Short free-text entries
Text (multi line) - Longer rich text content such as Acceptance Criteria or Release Notes
Choose field types based on how you intend to analyze and report on the data - not just how you intend to collect it.
How to create a custom field
Follow these steps:
Open Workspace Settings
Select Custom Fields
Click Add Custom Field
Choose a field type
Name the field and select an icon
Specify which item types the field applies to
Click Save
Your new field appears immediately in the item panel, views, filters, and roadmap configurations across your Workspace. You can edit or delete it at any time by returning to Workspace Settings -> Custom Fields.
To organize custom fields into logical groups, see the article Custom Field Categories.
Managing field visibility
Not every field needs to appear in the item panel. Analytical or scoring fields - fields that are primarily used for reporting or filtering rather than daily editing - can be hidden from the item panel while remaining fully active for filtering, grouping, and views.
Follow these steps:
Open Workspace Settings
Select Custom Fields
Choose the field you want to modify
Toggle off Show in item panel
The field stays active in your Workspace - it just no longer appears in the item panel. You can toggle it back on at any time.
Choosing which item types use a field
Fields do not need to apply to every item type in your Workspace. Applying a field only where it is relevant keeps lower-level workflows focused and reduces noise for teams who do not need it.
Follow these steps:
Open Workspace Settings
Select Custom Fields
Choose the field
Select the relevant item types
Click Save
Examples of selective application:
Risk Rating applied only to Epics
Technical Domain applied to Epics and Features
Release Notes applied only to Features
Tip: Avoid applying high-level strategic fields to Stories unless there is a specific reason to do so.
Deleting a field
Fields can be deleted from Workspace Settings → Custom Fields by selecting the field and clicking Delete.
Deleting a field removes it from the item panel, all views, filters, and roadmap configurations. Any data stored in that field across your items will be permanently removed. This cannot be undone.
If you are unsure, hide the field from the item panel first and leave it inactive for a period before deleting. This lets you confirm nothing is relying on it before making a permanent change.
What comes next?
With Workspace custom fields in place, your team has the building blocks for stronger prioritization, clearer roadmap communication, and reporting that reflects how your team actually makes decisions.
Add your fields to relevant views using column settings to surface them alongside your backlog
Use Formula fields to build a scoring model that calculates automatically as teams fill in inputs
If you manage multiple Workspaces, explore Portfolio Custom Fields to standardize fields across teams without duplicating setup
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