User Defined Fields

User defined fields allow users to create custom fields, tracking data that is not already tracked by default in the application. User defined fields can be created for projects and appear under the User Defined Fields section of the Project Overview tab.

If a user defined field is set as Required, users will need to fill out the field to activate their project.

The following fields can be added:

Boolean: Create a boolean field.
Date: Create a field for inputting dates (YYYY-MM-DD).
List: Create a picklist.
Number: Create a field for inputting numbers.
Notes: Create a note field.
Text: Create a free text field

You can also designate whether certain fields are Reportable, meaning they can be used in reports. The following field types can be marked as reportable: text , number, list, and date fields. For each field type, you can mark up to 5 fields as reportable.

User defined fields are organized by field groups. Creating a level does not create the actual field that users can select. Each field group must have at least one group level and can have up to three total levels:

Level 1: Creation of a level 1 group is mandatory for creating user defined fields, and subgroups. Level 1 is the name of the field itself.
Level 2: The subgroups of level 1.
Level 3: The subgroups of level 2.

To manage user defined fields:

Click Admin > User Defined Fields.
Click to create a new field.
Click to add fields and subgroups, edit the groups, or archive the field.
Click to expand all user defined fields and their subgroups.
Click to collapse all user defined fields and their subgroups.
Select Required to make the field required to activate a project.
Select Reportable to make the field usable for reports.
If the field is a list type, users can customize list options by clicking .