How do I create custom fields for projects, collaborators, or contacts?

Add new fields on forms. Personalize, give more details and information about your projects, collaborators and contacts

Summary

I/ How to create custom fields

II/ Project fields

III/ Collaborators fields

IV/ Contact fields

V/ Invoice fields

 

I/ Create custom fields

 

Go to your profile at the top right > settings

Then go to General > Custom Fields.
Place yourself in the project, contact, collaborator or invoices tab. To add a custom field, click + fields

Then complete the form.

Name your field and select the type:

• a text

• a large text field

• an integer

• one decimal

• a date

You can also indicate a default value according to your fields, then make it mandatory and/or visible and fillable only by admins.

Click on validate

It's done ! 🎉

You have created a custom field!

Here are examples of custom fields for projects

 

II/ Project fields

Go to a project then to the settings tab > details

Scroll down to the bottom of the page and fill in the field you created.

It's done ! 🎉

You will see the information in the project summary

III/ Collaborators fields

Go to collaborators > collaborators then click on the profile of a collaborator

In the info tab, complete the form with your custom fields. Click save.

You will then see the detail in the summary tab of the collaborator's profile.

It's done ! 🎉

 

IV/ Contact fields

To acces to the contact tab, you have to activate it in the collaborators> collaborators page > admin > contacts.


Go to collaboration > contacts then click on a contact.

Fill in the contact form where you will find your personalized fields.

Click save.

It's done ! 🎉

 

V/ Invoice fields

 

Go to management > invoices then on your invoices, find in the summary tab, in the left menu all the personalized fields.

It's done ! 🎉