Click Project A link
Clicking the Project A link will navigate you to the project details page, where you can view tasks, updates, and collaborate with team members.
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How to create custom fields
In this how-to guide, learn the step-by-step process of creating custom fields for your project to enhance data management and organization.
viktoriaIn this how-to guide, learn the step-by-step process of creating custom fields for your project to enhance data management and organization. Discover how to set up specific approval stages like "Client Approval" with selectable options, streamlining team collaboration and task tracking.
Step-by-step Guide13 steps
Click the 'Click here' option
This action will activate the selected option, allowing you to proceed with the next step or to access additional features related to the task list.
Loading screenshot…100%Click Choose from library
This action opens a library of pre-defined fields that you can select to add to your project tasks, allowing for more streamlined data management and organization.
Loading screenshot…100%Click the Create new button
This action opens a dialog allowing you to add a new field to your project, enabling customization of your project's data structure.
Loading screenshot…100%Click here to create a new field
By clicking here, you will open the 'Add Field' dialog where you can specify the field title and type, along with optional settings for collaborating on this field.
Loading screenshot…100%Type 'Client Approval' in the Field Name
Enter 'Client Approval' in the field title to create a new single-select option within your project. This will help categorize the project's approval stage for better tracking and management.
Loading screenshot…100%Click the Add Field button
This opens the 'Add Field' dialog where you can create a new field for the project, allowing you to specify the field title, type, and additional options for customization.
Loading screenshot…100%Type 'Approved' in the option field
Enter 'Approved' in the 'Type an option name' field to define a selection for the 'Client Approval' field. This allows users to categorize approvals more effectively.
Loading screenshot…100%Click here to add a new option
After clicking, you can enter a new option name for the 'Client Approval' field, allowing you to customize the choices available within this single-select field.
Loading screenshot…100%Type 'Denied' in the option field
Enter 'Denied' in the 'Type an option name' field to create an option for the Client Approval field. This allows users to select 'Denied' as a status in the project.
Loading screenshot…100%Click the Add an option button
This action allows you to include additional response options for the 'Client Approval' field. After clicking, you can specify new choices that users can select.
Loading screenshot…100%Type 'Pending' in Option Name
Enter 'Pending' in the 'Type an option name' field to add it as a selectable option for the Client Approval status. This will allow users to choose 'Pending' when updating project approvals.
Loading screenshot…100%Click the Create field button
This action will add a new field to your project, allowing you to define its title and type, as well as set options for its use.
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