How to Create Custom Fields
Custom Fields allow you to add various data to manage your tasks even more accurately. You can also give your users several levels of access to the custom fields depending on their roles and privileges.
With Custom Fields, you can customize your task dashboard and manage your tasks easily. For example, you can instantly update a task's progress, whether approved or not, add custom URLs to a task, or add priority levels.
Here's what the custom fields can look like on your ProProfs Project task dashboard:
In this article, you'll learn:
- How to Create a Custom Field
- How to Manage Custom Fields
- How to Give Users Access to the Custom Fields
How to Create a Custom Field
Step 1: On your ProProfs Project dashboard,
Open a Project.
Navigate to the right end of your screen and click + button.
You can see the default fields in their order of setting.
Step 2: Scroll down and click Add New Field. A pop-up screen opens.
Step 3: Select from the available field choices. For example, we pick Dropdown and continue.
Step 4: Enter the field name. Here we have created Priority. Since it is a dropdown field, you must add options. Once done, click Create.
You have successfully added a custom field. Follow the above steps to create more if required.
Step 5: You can mention task priority by selecting the given options.
How to Manage Custom Fields
Step 6: Move your mouse over a custom field and click it, as shown in the screenshot below.
Alternatively, you can click the + button and select Custom Fields.
Step 7: On this pop-up window, you can do the following actions to manage the custom fields:
Hide/Unhide a custom field.
Edit the name of a custom field.
Delete a custom field.
Drag a custom field to rearrange it on the dashboard.
NOTE: You can hide/unhide and reorder the default fields. You cannot modify their names.
How to Give Users Access to the Custom Fields
Step 1: Go to Users >> Select a user. A slider window opens.
Step 2: Click Advanced and scroll down to the Custom Fields dropdown.
From the Custom Fields dropdown, you can choose from the following access levels:
Full Access: Allows a user to create, edit, and delete custom fields.
Limited Access: Allows a user to add data to a custom field. For example, adding a URL to the Link custom field.
No Access: A user has no access to the custom fields.
Step 3: Click Save to finalize changes.
That is all about custom fields in ProProfs Project.