Skip to main content

Custom Fields (Tags)

Keep your content organized by tagging videos and channels with custom fields. Search, filter, and group your team's content by custom metadata tags.

Updated over 3 months ago

Introduction

Custom Fields lets your team add flexible, visual metadata to videos and channels — beyond folders.

Managed by team admins, fields can be further customized with icons and colors, and surface the most important metadata as tags on your workspace tiles. Custom Fields make it easy to organize by project, client, campaign, department, language, and more — so your library is searchable, scannable, and aligned with how your team actually works.


Field Types and Customization

Field Types

Your team can tag videos and channels with as many custom fields as it needs, utilizing the three different types of fields:

  • Free Text

  • Single Select

  • Multiple Select

Free Text
Up to 700 characters. Best for unique IDs, notes, or long descriptors.

Single Select

Choose exactly one option from a predefined list (good for Status, Region, Priority).

Multiple Select

Pick multiple options (useful for tags like “Tutorial”, “Internal”, “Advanced”).

Visual customization

Your team can further customize fields by selecting an associated icon and color for each field to make them more identifiable.

  • Icon: choose from 99+ icons to represent the field.

  • Color: choose from 9 colors to visually group fields.

  • Name: descriptive label for clarity.


How to Set Up Custom Fields

Accessing Custom Fields Management (Admins Only)

There are 3 ways that admins can access Custom Field Management

  • From the main workspace

  • From Team Settings

  • From Video/Channel setup

From Main Workspace

  1. In the top-right corner, under "Add New", select the 'Display' dropdown menu

  2. Select 'Manage' within the Custom Fields section

From Team Settings

  1. Click on your team's icon in the top-left corner of the workspace

  2. Select 'Team Settings' from the dropdown menu

  3. Within your team settings, navigate to the 'Custom Fields' section on the left side

From Video/Channel Setup

  1. Navigate to the Setup page of your Video or Channel

  2. Click the Custom Fields tab in the left sidebar.

  3. Using the left side panel, select 'Manage' to enter the Custom Fields Management window

Creating New Fields

  1. Click the Plus + on the custom fields pop-up window

  2. Configure the field:

    • Name (e.g., “Project ID”, “Client”)

    • Type: Free Text / Single Select / Multiple Select

    • Icon & Color: pick an icon and a color to represent this field visually

    • Options (for select fields): add predefined choices

    • Allow users to add custom options: toggle on/off depending on desired flexibility


Adding Custom Fields to a Video/Channel

Both admins and users can add and edit tags associated with a video or channel. To do so:

  1. Navigate to the Setup page of your Video or Channel

  2. Click the Custom Fields tab in the left sidebar.

  3. Using the left side panel, assign the value(s) of the custom fields your team has created to organize your content

    • For Free Text: type your value

    • For Single Select: pick a single option from the dropdown.

    • For Multiple Select: choose one or more options (pills appear).

  4. Values save automatically.


Using Custom Fields within Workspace

  1. Go to a workspace folder (Grid or List view).

  2. Click Display in the top panel.

  3. Under Custom Fields, click the fields you want to show as tags on tiles.

  4. Selected fields appear as colored tags (icon + text) on video tiles; the selection persists across folders and sessions.

Tips

  • Show only key fields on tiles to avoid clutter.

  • Admins can click Manage from the Display dropdown to jump to Custom Field settings

  • Tags are display-only for now (they don’t filter or hide items, yet)


Best practices & suggested starter fields

Get started (recommended)

  • Start with 3–5 essential fields (e.g., Client, Project, Status, Region, Content Type).

  • Use descriptive names: prefer “Project ID” over “ID”, “Client Name” over “Client”.

  • Use Single Select for controlled values (Status), Multiple Select for tags (audiences), and Free Text for unique descriptors.

Managing lists & options

  • Keep select lists manageable. If you have 50+ possibilities, consider using Free Text or regrouping values.

  • Enable user-added options only where flexibility outweighs consistency (e.g., Project Name).

  • Review and clean options periodically: archive unused values, merge duplicates.

Tagging workflow

  • Tag content when first uploaded or during setup.

  • Use batch tagging conventions as your team scales (note: bulk tagging is a planned enhancement).

  • Document conventions (who tags what, when) and audit tags quarterly.


Custom Fields FAQ

Who can create custom fields?

Only Team Admins can create, edit, and delete custom fields.

Who can assign custom field values?

All team members can assign values to videos and channels.

Can I change a field’s type after creation?

No. Field type cannot be changed after creation; create a new field if you need a different type.

What happens if I delete a field?

The field definition is removed from the UI. Existing values are preserved in the database but will no longer display.

Can I rename fields and options?

Yes — renaming is allowed and existing values will automatically inherit the new name.

Is there a limit to how many fields I can create?

No hard limit, but we recommend keeping the list manageable (10–20 fields is best UX).

Can I search or filter by Custom Fields today?

Not yet — search/filter support is planned for a future release. Currently Custom Fields are display-only tags on workspace tiles.

Will custom fields appear in reports?

Analytics integration by custom field is planned for a later release.

Did this answer your question?