Closedloop.ai
Teams & Collaboration

Custom Fields

Extend projects and documents with your own structured fields

Custom fields let you attach your own structured metadata to Closedloop entities — for example a priority tier, a team owner, or a target quarter — beyond the built-in fields.

What you can extend

Custom field definitions attach to specific entity types:

Entity typeValue
ProjectPROJECT
DocumentDOCUMENT

A single field definition can apply to one or more entity types.

Field types

Each custom field has a type that governs how its value is entered and displayed:

Field typeValueNotes
TextTEXTFree-form text.
NumberNUMBERNumeric, with configurable display format.
EnumENUMSingle choice from a defined set of options.
Multi-enumMULTI_ENUMMultiple choices from a defined set of options.
DateDATEA calendar date.
PeoplePEOPLEOne or more users.

ENUM and MULTI_ENUM fields carry a set of options (each with a label and color) that you define when creating the field.

Managing custom fields

Create and manage field definitions in the web app's custom-field settings. Enum and multi-enum fields include an option builder for defining and coloring their choices. Once a field is defined, its editor appears on the relevant projects or documents, and its values are returned alongside those entities.

A note on "workflows"

Closedloop distinguishes a workflow (a user-defined sequence of steps) from a loop (an AI-driven run). Custom fields are a common building block for organizing work across your process, but they are not a loop — see Loops for AI-driven runs and the workflow-vs-loop distinction.

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