Our new Custom Fields feature will allow you to easily add additional fields to your account configuration which can then be applied to your project templates.
Admins in the platform will be able to access the new Custom Fields feature by following these steps:
1. Navigate to “Settings”
2. Click on “Configurations” in the top right corner.
3. Select “Fields” and then “Add Field”
4. Here you will be able to give the field a name and description and choose the field type.
Once you have added your Custom Fields, you can apply them to your templates by going to Settings > Configurations > Projects > Templates.
If you add or open a template and click on the “Build Template” section, you can scroll down to the “Add more fields” button. Once selected, you will see your custom fields available in this list.
This will allow you to:
Add Custom Fields to the “Fields” section of your Projects configuration.
Add these Custom Fields to your Project templates.
Track key project details throughout the project duration.