Track Time Smarter with Improved Custom Fields in Tracket

We’ve made custom fields even more powerful. With this latest update, you now have more flexibility in how you set up work types, organize them into logical groups, manage billable hours, and control visibility for different teams. The category field you were used to, has now been migrated into a custom field, giving you a more unified and customizable experience.

In this guide, we will walk you through an example of how you can take advantage of the improved custom fields to organize your work types, group similar tasks, assign billable hours, and fine-tune who can access specific options.

A Familiar Setup: The Old Category Field

Let’s start with a typical example of how many teams used the category field. Different types of work were listed and sorted to keep related tasks close together.

Example of an old setup:

• Campaign Planning
• Social Media Content
• Lead Generation
• Client Follow-Up
• Internal Meeting
• Client Meeting
• Admin Tasks

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This worked well, but could become hard to manage as your list grew or as different teams needed different views.

Step 1: Upgrade to a Custom Field with Groups

Now, you can create a custom field and use // to group similar work types. This keeps your list visually organized and easier to navigate.

How to set it up:

1. Go to Time management in the Tracket app settings.
2. In the Time entry template, create a new custom field or edit your migrated category field by clicking on the 3 dots.
3. Enter or change your options using // to group them.

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Example of the improved setup:

• Admin // Admin Tasks
• Marketing // Campaign Planning
• Marketing // Social Media Content
• Meetings // Internal Meeting
• Meetings // Client Meeting
• Sales // Lead Generation
• Sales // Client Follow-Up

Work types are now neatly grouped both visually and alphabetically. This helps teams find the right option faster, especially when the list grows.

Tip on colors:
We recommend giving grouped options the same color to make it easy to spot related tasks at a glance. For example, all Marketing options can be blue, Sales options green, and Meetings purple. This helps users quickly find the right option while logging time.

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Step 2: Assign Billable Options

Each option in a custom field can now have a billable attribute assigned to it. You’re no longer limited to one field for managing billable time.
For example:‍

• ‍Client Meeting is billable.
• ‍Admin Tasks and Internal Meeting are not billable.

You can configure this by using the toggle in the row of the option.

Step 3: Control Who Sees What

With the improved custom fields, you can decide which teams have access to specific options. Keep your fields clean and relevant for each team.

Example:

• Admin Tasks are only visible to the Admin Team.
• Marketing options are visible to the Marketing Team.
• Sales options are visible to the Sales Team.
• Meetings are available to all teams.

To manage access:

1. Find the option in the table that you want to adjust.
2. Set visibility to Everybody or choose one or more specific teams.

This way, every team only sees what they need, keeping things simple and efficient.

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Step 4: Add More Options Without Clutter

You’re no longer limited by a growing list of categories. Thanks to grouping and team-based visibility, you can add as many work types as needed without overwhelming your users.

Need a work type that only a specific team should use? No problem. You can easily add new options and limit access to just the teams that need them. The improved custom fields adapt to how your teams work, giving everyone only the options that are relevant to them.

The Benefits of the Improved Custom Fields

• Organize your options in clear, logical groups
• Use colors to visually group related options
• Assign billable values in multiple custom fields for more flexibility
• Control visibility for different teams
• Scale easily as your work evolves

Try It Yourself

Go to your settings and explore the improved custom fields. If you’ve used the category field before, you’ll see your options already there. Now you can take it further by grouping them and managing team access.