Custom fields

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If default set of fields is not enough you can create custom fields applied to clients, projects or tasks. To do this you need to open "Administration >> Edit custom field templates...". Click "New Template" button. Next you need to enter a field name and select a field type from the list below:

 

Field Type

Description

Text

Any text could be added in this field

Integer

Only integer value could be added

Float

Float value could be specified in the field

Date

Field contains a date

Time

Field contains a time

Money

Field contains a money value

Yes/No

Yes or No value could be selected for this field

Rating

1 to 5-star rating could be selected for this field

Single Choice

One of many values should be selected from the pre-populated list

Multiple Choice

Multiple values could be selected from the pre-populated list

 

Tip: "If you select Single Choice or Multiple Choice field type you need to fill out the Value Dictionary field. To add a choice simply add a new string in Value Dictionary field. As a result, each string of this field will be a separate choice."

 

Upon the field type is selected you need to determine where this field should be applied to. Below is an example of custom fields: