Work Fields - Create a New Work Field

Direct Answer: Create a New Work Field in OnePlan

To create a new Work Field in OnePlan, open the Work Type Form Editor for the desired Work Type (Work Plan > List > … > Configure > Form Editor), open the Content panel’s Elements tab, and select New Field (or drag a new field placeholder onto the form, depending on your version). Complete the General tab of the New Task Field form — Field Name, Field Type, Available Work Types, and other general settings — configure any field-specific settings for the chosen type, and select Save.

What This Article Covers: Creating Work Fields

This article explains how to create a new Work Field in OnePlan, including the general settings that apply to every field type and the field-specific settings that vary by type.

What you will accomplish By the end of this article, you will be able to create a Work Field, configure its general and field-specific settings, and understand which optional advanced features can be enabled.

Before You Begin: Creating Work Fields

Before you begin, make sure you have:

• A OnePlan account with Owner (administrator) permissions
• Access to the Work Type Form Editor — see Work Fields - Access Work Fields Configuration
• (Optional) Understanding of which field type you need — see Work Fields - Types of Work Fields

Why This Matters: Creating Work Fields

Work Fields capture the metadata your team needs on a work item — status, effort, assignee, due date, and any custom attributes. When creating a Work Field, you configure general settings that apply to all field types (name, description, required/read-only, Work Type availability) and field-specific settings that vary by type (character limits, decimal places, choices, and so on).

Step-by-Step: Creating a New Work Field

Task: Create the Field

1. Open the Work Type Form Editor for the desired Work Type. See Work Fields - Access Work Fields Configuration.
2. Select Create New. The New Work Field form opens.
3. Complete the General tab of the form:
   • Field Name — Enter a name for the field.
   • Description — Enter a description of the field’s function, or how users should interact with it. This appears as a tooltip.
   • Internal Name — Auto-populates once you save the new field; displays the internal (back-end) field name.
   • Field Type — Select the field type. See Work Fields - Types of Work Fields.
   • Default Value — Enter a default value, if applicable.
   • Required — Check the checkbox if the field is required.
   • Read Only — Check the checkbox if the field is read-only.
   • Available Work Types — Select one or more Work Types where the field is available. If none are selected, the field is available for all Work Types.
4. Select Save.

Note: The field type cannot be changed after a Work Field is created.

Task: Configure Field-Specific Settings

Configuration options change depending on the Field Type selected in the previous task:

• Text — Character Limit, Multi Line
• Number — Decimal Places, Field Aggregate, Show as Percent
• Currency — Field Aggregate
• Date — Field Aggregate (Min or Max)
• Choice / Multi Choice — Choices (manual entry or bulk upload)
• User — Filter to limit available users
• YesNo, Rich Text, Hyperlink — No additional configuration required

See Work Fields - Types of Work Fields for details about field behavior and usage.

Task: (Optional) Configure Advanced Field Features

The following features are optional and can be enabled during creation or after a field exists:

• Calculations — Automatically compute a value using a formula. Work Fields support the Calculated type only. See Work Fields - Configure Field Calculations.
• Conditional Formatting — Visually highlight values based on rules. See Work Fields - Configure Field Formats.

Frequently Asked Questions: Creating Work Fields

Q: Can I change a Work Field’s type after creating it? A: No. In OnePlan, the field type cannot be edited after a Work Field is created. Create a new field with the desired type and delete the old one instead.

Q: Is a Work Field available to all Work Types by default? A: Yes. In OnePlan, if you don’t select any Work Types under Available Work Types, the field is available to all Work Types.

Q: Can I add a calculation while creating the field? A: Yes. In OnePlan, you can configure a Calculated field calculation during creation or after the field already exists. See Work Fields - Configure Field Calculations.

What to Do Next: Creating Work Fields

Get started with related tasks: - Work Fields - Configure Field Calculations - Work Fields - Configure Field Formats - Work Fields - Edit or Delete Work Fields

Learn about related topics: - Work Fields - Types of Work Fields - Plan Fields - Create a New Plan Field