Who this is for: Admins
Add up to three extra fields to every individual in your audience, such as "Region", "Worker station" or "Representation". People can then search, sort and filter individuals by these fields.
Add or rename custom individual fields
- Click Settings in the left menu and open the General settings tab.
- Go to Custom Individuals Fields.
- Enter a title for each field you want. You can use none, one, two or all three.
- Click Save Fields.
Remove a custom field
- Go to Settings > General settings > Custom Individuals Fields.
- Click Remove next to the field.
The field and its values are cleared from all tables and panels.
Where custom fields appear
- Individuals tables: on Audiences > Individuals and on an initiative's audiences, where you can sort, search and filter by them using Filter and Columns.
- Adding people: you can search by custom fields when adding individuals to an initiative, an impact or an activity.
- People pickers: as extra columns when choosing the sponsor or project manager on Edit initiative, a checklist item owner, an impact owner, an activity deliverer or owner, and a risk owner.
Related articles
Still stuck?
Email support@changeplan.co with a screenshot of what you see, and we'll help.
Last updated: 20 October 2026