Custom Fields

Custom fields let you extend Compass object types with fields specific to your team's workflow. Common examples include "Customer Segment", "Confidence Score", "RICE Score", "Sprint", or "External Ticket URL".

Creating Field Definitions

Go to Settings → Custom Fields to manage your field definitions. When creating a field, specify:

• Name — The field label displayed on objects (e.g. "Confidence Score")
• Type — One of:
  • TEXT — Free-form text
  • NUMBER — Numeric value
  • DATE — A date picker
  • SELECT — Single choice from a predefined list
  • MULTI_SELECT — Multiple choices from a predefined list
  • URL — A validated URL with a clickable link
  • BOOLEAN — A true/false toggle
• Object Type — Which type of object this field appears on (Opportunity, Experiment, Roadmap Item, etc.)
• Options — For SELECT and MULTI_SELECT, define the allowed choices

Field definitions are workspace-scoped and appear on all objects of that type across the workspace.

Editing Options

SELECT and MULTI_SELECT options — on a new field, or in a Shared option set — are edited as a list, one row per option:

• Add — Type a label in the Add option box and press Enter. The box stays focused so you can type the next one straight away. Typed labels may contain commas.
• Add several at once — Paste a list into the Add option box, one option per line (list bullets are stripped) or comma-separated on one line. Each entry becomes its own option.
• Rename — Edit the label in place. Renaming never changes the option's stored value, so every record already tagged with it keeps its tag.
• Color — Click the dot at the start of a row to pick a color, or No color. Colored options show as colored chips.
• Reorder — Drag a row by its grip handle (⋮⋮) at the left. With the keyboard, focus the handle, press Space to pick the option up, ↑ / ↓ to move it, and Space to drop it (Esc cancels). You can also press Alt+↑ / Alt+↓ while editing a label. On a phone, press and hold the handle briefly before dragging.
• Remove — Click the × at the end of a row.

Blank labels and duplicates (compared case-insensitively) are flagged inline and must be fixed before saving, rather than being silently dropped.

Filling in Values

Custom field values appear in the detail panel of any object that has field definitions for its type. Click any field value to edit it inline. Values are saved immediately.

For an Opportunity single-select field, you can also set values in bulk by grouping the Discovery board by that field and dragging cards between its columns. See Card sorting by a custom field.

Fields with no value set display a placeholder. Fields are always optional — an empty custom field does not affect the object in any way.

Supported Object Types

Custom fields can be defined for:

• Opportunities
• Solutions
• Experiments
• Roadmap Items
• Objectives