| name | p4-plan-custom-fields |
| description | Guide custom field management, configuration, and usage in P4 Plan. Use when user mentions custom fields, custom columns, metadata, tags, categories, or project-specific data. |
Custom Fields in P4 Plan
Custom fields (custom columns) add project-specific data to tasks beyond the built-in fields.
Key Concepts
- Each project defines its own set of custom columns.
- Columns have types: Text, Multiline Text, Number, Decimal Number, Date, DateTime, Time Spent, Drop List, Multi-select Drop List, User, Hyperlink, and Function (computed).
- To set a drop-list or multi-select value, first call get_custom_columns to discover option IDs, then pass the option ID (not the display label) to set_custom_field.
- Function fields are read-only — they appear in get_custom_fields output but cannot be set via set_custom_field.
- Use onlySet parameter on get_custom_fields to skip empty fields.
Tool Mapping
| User Intent | Tool | Key Parameters |
|---|
| List available custom columns | get_custom_columns | projectId, activeOnly |
| Read task's custom field values | get_custom_fields | taskId, onlySet |
| Set a custom field value | set_custom_field | taskId, customFieldId, value |
Value Formats by Type
| Column Type | Value Format |
|---|
| Text | Any string |
| Multiline Text | Sanitized HTML; plain text accepted (no tags = valid HTML). Use HTML for formatting or @mentions — see comment-html-format skill |
| Number | Integer string, e.g. "5" |
| Decimal Number | Numeric string, e.g. "5.5" |
| Date | ISO date "YYYY-MM-DD" |
| DateTime | ISO datetime "YYYY-MM-DDTHH:MM:SS" |
| Time Spent | Hours as numeric string, e.g. "2.5" |
| Drop List | Option ID from get_custom_columns |
| Multi-select Drop List | Comma-separated option IDs, e.g. "id1, id2, id3" |
| Hyperlink | URL string |
| User | Comma-separated user IDs from list_project_users |
| Function | Read-only — computed value |
To clear a field, pass an empty string as the value.
Related Skills
