Project Fields allow you to create specific areas for project data that can be utilized within and across projects. With various field types available, you can tailor these fields to suit your needs. Examples include:
Dropdown Field: Select from a list of clients or departments.
User Field: Indicate specific roles within the project.
URL, Phone Number, Email, and Location Fields: Organize important logistical details.
Project Fields are similar to Custom Fields but are applied to the Project itself rather than individual Tasks. Some field types can also be used to filter Projects on the All Tasks view for reporting purposes.
Creating Project Fields
To create a Project Field, navigate to the section below the Project Outline in the Dashboard module of your Project.
You will be directed to the Project Control Center to create the Project Field. For more details on field types, please refer to our Custom Fields help article. Once you’ve created the field and, if necessary, its options, click Create Field to add it to the Project Dashboard.
You can now interact with the Project Field within your Project.
Managing, Editing and Deleting Project Fields
To add an existing Project Field to the project, modify a field, add or remove a field, or delete a field entirely, click the Back button during the creation screen.
From here, you can toggle which Project Fields should be enabled in this Project.
You can click into a Project Field to edit its name, options (if applicable), or Remove to delete the field from this and all projects it is a part of.
Grouping Project Fields in All Tasks
One of the key benefits of Project Fields is the ability to group by them in All Tasks for creating standup and reporting boards. This can be achieved using the Group By feature. After selecting this option, you'll find a Project Fields section among the Group By options. Please note that not all field types are available for grouping.
Once your view is configured, consider saving it as a custom view!
