Project level custom fields

 Project.co  allows you to extend the default project information by adding custom fields. This feature helps you tailor the platform to your specific business needs and track unique data points relevant to your projects.

What are Project-Level Custom Fields?

Project-level custom fields are additional data fields that you can define and attach to your projects. Unlike account-level custom fields ( ⁠⁠Account level custom fields⁠ ), which apply across all projects in your account, project-level custom fields are specific to individual projects. This allows for highly granular data tracking and organization.
For example, you might use project-level custom fields to track:
  • Specific project phases (e.g., "Design Complete", "Development Started")
  • Client-specific reference numbers
  • Internal project codes
  • Project priority levels (e.g., "High", "Medium", "Low")

Creating a Project-Level Custom Field

To create a new project-level custom field:
    Access Custom Fields Settings:
  • Navigate to the project you want to add a custom field to.
  • Go to the tasks page.
  • Click on the group button and choose "Edit custom fields" to edit the custom fields for this project.
    Initiate New Custom Field Creation:
  • On the Custom Fields page, select the "Add Custom Field" button. This opens a pop-up or a new section for defining your custom field.
    Define the Custom Field:
  • Name: Enter a clear and descriptive name for your custom field (e.g., "Project Phase", "Client Reference ID").
  • Applies To: Select "Project" from the "Applies To" dropdown. This ensures the custom field is available for projects.
  • Type: Choose the data type for your custom field from the "Type" dropdown. Options include:
  • Select: For a single choice from a predefined list of options.And other options coming soon include:
  • Text: For short text entries.
  • Number: For numerical values.
  • Currency: For monetary values.
  • Percent: For percentage values.
  • Multi-Select: For multiple choices from a predefined list of options.
  • Date: For date entries.
  • Level: Select "Project level" from the "Level" dropdown. This ensures the custom field is specific to individual projects.
    Add Options (for Select/Multi-Select types):
  • If you selected "Select" or "Multi-Select" as the custom field type, an "Add Option" button appears.
  • Select "Add Option" to add predefined choices for your custom field. For each option, you can specify a name and a color. This helps categorize and visually distinguish your project data.
    Create the Custom Field:
  • After configuring all the details, select the "Create Custom Field" button.
  • The new custom field is now available to be added to your projects.

Using Project-Level Custom Fields

Once created, you can add and manage these custom fields directly within your project details.
    Navigate to a Project:
  • Go to the "Projects" section and select the specific project where you want to use the custom field.
    Access Task Details:
  • Go to the task page and click on a task. In the "Right Column" you'll see all account level and project level custom fields applied to that task. From here you can set the values for each custom field.