Projects Custom Fields
Custom fields can be established to allow you to track details of projects and tasks above and beyond the standard details already within Workzone.
To add or edit custom fields to your projects and tasks, click the Custom fields section under Projects in the Settings page for all workspaces.
Initially, custom fields are hidden from display on the Task List and on Custom Reports, to allow you to customize your fields before your users see them. You will see a message in the yellow row at the top of this page: “Custom fields are currently HIDDEN.”
When you are ready, click the “show” link to make all custom fields visible on both the Task List and on Custom Reports.
- All custom fields shown on this page will be visible now on the Task List, inserted before the “Notes” field, in the order shown on this page (see “MODIFYING CUSTOM FIELDS” below for how to change the order of custom fields).
- There is no way to move them elsewhere on the Task List.
- There is no way to hide only some of the custom fields on the Task List (you can only show all or none).
- You will be able to hide specific custom fields on Custom Reports.
To hide all custom fields on both the Task List and Custom Reports once they have been made visible, click the “hide” link on the yellow row at the top of this page.
To add a custom field, Click the Create Custom Field button at the top of the page to launch the “Add a Custom Field” window, where you can manipulate:
- Field Name: enter the field name as you wish it to appear on the Task List and in Custom Reports. You will always be able to edit this later.
- Show for: select whether to enable the custom field for both projects and tasks (the default), for projects only or for tasks only.
- Input type: select the type of field from the following choices:
- text (single line)
- textarea (multiple lines)
- date: (shows date picker calendar)
- drop down list
- checkbox (values are “checked” and “not checked”)
- money (in US dollars)
- user list (drop down list with same values as Responsible field)
- category list (drop down list with same values as Category field)
- Add values: if Input Type is drop down list or checkbox, provide the values to display; no write-in values are permitted.
- Click “Save” to create the new custom field. You will see a sample of the field as it will appear.
- You can create a maximum of 10 custom fields. Once you have reached 10 custom fields, the “Add Custom Field” button will disappear, and you will see a notice that you have reached the maximum. You will need to delete an existing field to add another.
For modifying an existing custom field:
- Editing field name or drop down list values: mouse over the field name and click “Edit”. Make desired changes, and then click “Save”.
- Once a field has been created, you cannot switch from one field type to another. You will need to delete the current field and recreate it with a different field type (note: you will lose any existing data for the field you are deleting).
- Deleting a field: mouse over the field name and click the “X”. Warning: when you delete a field, you permanently delete any existing data for that field. This cannot be undone so make sure you want to do this!
- Reordering custom fields: mouse over the field name and click the left or right arrow. The column will move one spot each time you click the arrow. The change is saved automatically and is reflected in the order of custom fields on the Task List. [You can specify the order of custom fields separately on Custom Reports.]
- Resizing column widths: Each type of custom field has a default width. If you pick a name for the field that is longer than the default width, it may bleed over the edge of the column into the next column. You can resize the width of a custom field by grabbing the right edge of the field name in the header column and dragging it to the right (make larger) or to the left (make smaller). You automatically see a preview on this page of how the column will look.
Custom Fields are also available on the Task List for filtering.