If you need to track a specific detail for multiple projects, create a custom project field. These fields allow you to record and review the specific information you need, and apply it to other elements of HoneyBook, like files and emails.
📣 Note
Only account owners, super admins, and admins can create and edit custom project details fields. Other team members can edit the field information for a specific project, but they cannot customize the fields themselves.
Create a custom project field
While your account will have a few mandatory default fields (like project name, type, and date), you have the flexibility to add additional fields as needed to collect the necessary information for your business.
From any page, click your profile photo to the top right of your screen > Company Settings
Select Preferences
By Project fields, click Edit
In the pop-up that appears, select + Add custom field
Enter the field name and select the field type (e.g. text, date, multi-select)
Choose whether or not you'd like the field to be visible to clients
If you keep this box checked, the field name and value will appear to your client under the project's Details tab
If you uncheck this box, the field name and value will not be visible to your client
Click Add
Click Save
Your new custom project field will be created and added to all projects (projects previously created and new projects added moving forward).
Edit or delete a custom project field
From any page, click your profile photo to the top right of your screen > Company Settings
Select Preferences
By Project fields, click Edit
In the pop-up that appears, locate the custom contact field you'd like to edit or delete > click the three-dot icon by it
Select either Edit or Delete
If editing, make your changes, then click Save > Save
If deleting, click Delete > Delete to confirm
📣 Note
Locked fields cannot be edited or deleted.
Use custom project fields
When you create a new custom project field, it will appear in every project, under the Details tab.
With your new project fields in place, you can now also use these fields in:
Smart files
Lead forms
Emails
Custom fields cannot be used in contact forms.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!