Adding Custom Fields to a Project

Responsive has put in place system defined fields for you to fill out when you create a new project. You can also create your custom fields to track information. The image below is an example of some required system defined fields (Project Name, Due Date, etc.) that you need to fill out when you create a new project:

To create custom fields, please follow the steps below:

1. Click your avatar in the bottom left corner of the page, and then select Organization Settings.
2. Select PROJECT > Custom Fields.
   
   
   
   
3. To add a new field, click ADD FIELD.
   
   
   
   
4. The Add Custom Field pop-up will be displayed. Fill out the required details including the Merge Tag Name and display name.
   
   
   
   
5. Select the Category.
   Note: If Project is selected, the custom field will be available for Intake as well as Projects, however, if Intake is selected, the custom field will be available only for Intake.
6. Select the type of response:
   
   • Text Box (Simple Text)
   • Text Area (Rich Text with formatting capabilities)
   • Dropdown
   • Radio
   • Checkbox
   • Select User
   • Multi Select Drop-down
   • Date
   • Date and Time
   • Auto Incremental
     
     
7. Specify values for response; select searchable text box if necessary; fill in the other fields and click ADD to complete the set up.
8. The new field will be available when creating a new project.