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Managing Attributes

How to view, create, edit and delete attributes to add to custom content types.

Written by Holly Tyler

The Attributes library

Project settings > Attributes shows every attribute that exists in your project, in one place, regardless of which content type(s) it's used on. For each attribute you can see:

  • Who created it and when

  • Which content types it's currently linked to

Because attributes live in a shared library, the same attribute — say, Due date or Assigned to — can be reused across as many content types as you like, keeping fields consistent instead of recreating similar-but-slightly-different versions each time.

Creating an attribute

You can create a new attribute either directly from Project settings > Attributes, or inline while adding attributes to a content type:

  1. Click "Add attribute".

  2. Give it a name.

  3. Choose its attribute type (see reference table below).

  4. Configure any extra settings for that type, for example, the options and colours for a drop-down.

  5. Save the attribute. It's now available to add to any content type.

Attribute types reference

Type

Description

Notes

Short text

A single line of free text

Best for short values like names or reference numbers

Multiline text

Longer free text

Best for notes or descriptions that may run to a few sentences

Number

A numeric value

Use for counts, measurements or quantities

Date

A single date, chosen from a calendar

Displayed and edited with a date picker

Drop-down

A fixed list of options, each with its own colour

You define the option labels and colours when setting up the attribute; useful for statuses or categories

Person / group

Assigns one or more project members or user groups

Draws from your project's existing people and groups

URL

A link to somewhere else, e.g. a document or system

Displayed as a clickable weblink

Editing an attribute

  1. From Project settings > Attributes, open the three-dot menu next to the attribute you want to change.

  2. Select "Edit attribute".

  3. Update its name or type-specific settings (e.g. drop-down options), and save.

Notes

  • Because an attribute can be shared across multiple content types, editing it here updates it everywhere it's used, including on any items that already have data captured against it.

  • You cannot update the attribute's type after it has been created.

Deleting an attribute

  1. From Project settings > Attributes, open the three-dot menu next to the attribute you want to remove.

  2. Select "Delete".

  3. You'll be warned that deleting an attribute will remove it from any content types it's attached to.

  4. Confirm to proceed.

Note: deleting an attribute removes it, and any values captured against it, from every content type it's linked to. If you only want to stop using it on one content type, remove it from the content type instead of deleting it outright.

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