Overview
Custom fields can be applied to projects, and give you the flexibility to organize your content on a more granular level tailored to your organization. Using custom fields in conjunction with other search criteria allows you to better target the content you're specifically looking for.
Adding Custom Fields to a Project
To create custom fields for a project, perform the following steps:
- Go to Organization Settings > Project > Custom Fields, then click Add Field.
- 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 Projects. - Fill out the required details including the Merge Tag Name and Display Name fields.
- 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
- Specify values for response and select searchable text box if necessary, then fill in the other fields and click Add to complete the set up. The new field will be available when creating a new project.