Custom fields in Jira are essential for tailoring your project management environment to meet your team’s unique needs. Whether you're tracking software bugs, managing service requests, or handling complex workflows, custom fields help capture the right data at the right time.
In this guide, we’ll walk you through how to create a custom field in Jira—and show you how Fortis Enterprises can streamline the process and ensure your Jira instance is optimized for success.
Why Custom Fields Matter
Custom fields allow you to:
- Capture project-specific data not available in default fields.
- Improve filtering, reporting, and dashboard insights.
- Support unique workflows and compliance requirements.
However, without proper planning, custom fields can become overwhelming and impact performance. That’s where Fortis Enterprises comes in.
Step-by-Step: Creating a Custom Field in Jira
1. Log in as a Jira Administrator
Only admins can create or manage custom fields.
2. Navigate to Custom Fields
Jira Cloud: Go to Settings > Issues > Custom fields.
Jira Server/Data Center: Go to Administration > Issues > Custom Fields.
3. Click “Create Custom Field”
Choose between Standard and Advanced field types, then click Next.
4. Select the Field Type
Common options include:
- Text Field (single or multi-line)
- Select List (single or multiple choice)
- Checkboxes
- Date Picker
- User Picker
Click Next once you've selected the appropriate type.
- Name: Choose a clear, descriptive name.
- Description: (Optional) Add context for users.
Click Create.
6. Associate the Field with Screens
Select the screens where the field should appear (e.g., Create, Edit, View screens), then click Update.
Why Choose Fortis Enterprises?
While creating a custom field is straightforward, strategically designing your Jira environment is not. Fortis Enterprises offers:
✅ Expert Jira Configuration – We help you design custom fields that align with your business goals.
✅ Performance Optimization – Avoid clutter and ensure your Jira instance runs smoothly.
✅ Workflow Integration – Seamlessly integrate custom fields into your workflows and automation rules.
✅ Training & Support – Empower your team with the knowledge to use Jira effectively.
Let Fortis Enterprises Handle the Heavy Lifting
Whether you're just getting started with Jira or managing a complex enterprise setup, Fortis Enterprises is your trusted partner for Atlassian solutions. We’ll help you:
- Audit your current configuration
- Design scalable custom fields
- Implement best practices
- Train your team for long-term success
📞 Contact us today to schedule a free consultation and see how we can elevate your Jira experience.