Creating custom fields: Difference between revisions
From Planfix
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Using the button New field: | Using the button '''New field''': | ||
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When creating a field, you can select which set to create it in: | When creating a field, you can select which [[Sets of custom fields | set]] to create it in: | ||
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After a field has been created, it will be displayed in the corresponding field set in task templates. In order for a field to appear in a task template, you must move it from its current field set to the desired task panel: | After a field has been created, it will be displayed in the corresponding [[Sets of custom fields | field set]] in [[task templates]]. In order for a field to appear in a task template, you must move it from its current field set to the desired task panel: | ||
Latest revision as of 08:16, 27 May 2020
Custom fields are created in Account management - Customizable fields:
Using the button New field:
When creating a field, you can select which set to create it in:
After a field has been created, it will be displayed in the corresponding field set in task templates. In order for a field to appear in a task template, you must move it from its current field set to the desired task panel:
Only after this is done will the field appear in the template and be available for use in tasks created using the template:
