Creating Picklists

Picklists are controlled vocabularies you can attach to any custom field.

They're perfect for dropdowns like "Status", "Priority", or "Sector", and are also used in filters, grouped views, and reports.

Create a Picklist

Head to Settings → Picklists and click “New Picklist”.

Give it a name, then add your options. You can set a default value, and decide whether users can select one item or many. You can also drag and drop to reorder the values of these lists.

Where You’ll Use Picklists

Picklists appear anywhere you need a consistent set of options: templates, forms, filters, search panels, and grouped views.

If you’ve enabled the kanban board view on a section, each picklist option also has a checkbox to control whether it appears as a column on the board. This lets you keep historical or inactive statuses in the picklist without cluttering the kanban view.

Calendar Event Types

If your account uses the Calendar, one picklist can be designated as the source of event types - the coloured labels that categorise entries on the calendar.

To set it up, open the picklist and check Use as calendar event types. Only one picklist per account can hold this role. Checking it on a new picklist automatically removes it from any other picklist that had it - so there’s no need to manually uncheck the old one first.