How to add custom tables in the Projects app?

Updated on February 6, 2021 03:23AM by Admin

The Projects app of Apptivo enables businesses to customize the fields displayed while creating or editing a project. This includes adding custom tables or other sections to the layout. Let’s go through the steps to add custom tables using the Master Layout in the Projects app.

Steps to add custom tables

  • Log into your Apptivo account and navigate to the Projects app. Here, select Settings from the App Header.
Projects app

  • Now, select Customize App → Master Layout from the left navigation panel of the Settings page.

  • Drag and drop the Table section from the Palette present in the right panel. A table is added to the layout. Click on it to view the corresponding Inspector tab.
  • In the Inspector tab, you can rename the table name. Also, you can configure the characteristics and visibility of the table.
Inspector field

  • Here, you can add attributes to each column in the table according to the business business.
Drop Attributes

  • For example, a text field can be added from the Palette and you can rename it using the corresponding Inspector tab.
  • Similarly, you can add other fields and configure the characteristics of the fields using the Inspector tab.
Inspector field

  • Save the changes. The created table will come into view while creating or editing a project.
Create Project