How do I Create Custom Attributes in Projects App?

Customize App

Customize app are the common features for all apps. These are like business attributes which supports you to customize your business with the custom fields. They can be quickly and easily added for customization. Projects App allows you to add any custom fields that aren't provided on the creation page by default. You can load your creation page with new sections and fill them up with your own text fields, radio buttons, drop downs, etc.

Steps to create custom section with attributes

1. Log in and access Projects app from your universal navigation menu bar.
2. Click on "More" icon and select “Settings” located at the app header bar.
   
3. Click on "Master Layout" under "Customize App" dropdown from the left navigation panel.
   
4. If you are standard plan user, then you need to upgrade your account to use this feature. It would be notified as below:
    
5. You can view custom attributes dashboard with following fields:
1. Sections: Click on “One Column” or “Two Column” section to create custom sections.
2. Attributes: Drag and drop attributes in sections.
• Text - Text field for entering text values.
• Date - Date field for choosing date.
• Number - Number field for entering number.
• Currency - Currency field for entering currency values.
• Radio - Radio fields for opting the values.
• Check box - Check box field for choosing multiple values.
• Drop down - Drop down field for choosing a specific value from a list.
• Link - Link field for entering URL’s.
  
6. Drag and drop necessary attributes in the sections.
7. All changes will be updated automatically.

Related Links

Read more about:

• Create message templates
• Create a project from another project
• Create an invoice from a project
• Create a new project
  
• Create a project from existing project template