Custom Fields allow customers to add additional information to Projects, Tasks, Users, Project Groups, and Clients. You can input legacy data, or add a key piece of workflow functionality in Mavenlink’s user interface to match a specific business process. You can create and track custom fields across any Mavenlink project, task, team member, project group, or client. You can also configure the type of information accepted in a custom field, including text, dates, numbers, and currency.
Here are a couple ideas to get you started:
- Keep track of internal deadlines by using the Date custom field on a project or task
- Add a skills field to users on the Account Members section to identify areas of excellence
- Under a Project Group custom field type, use the Choice field type to add multiple choice options
- Provide your team with the Opportunity Value for a Project by utilizing the Number field type
- Track your business’s unique processes. For example, create an approval status on a task or project, or add a field denoting priority level on certain tasks or projects.
- Store imported data when transitioning to Mavenlink from another system.
- Synchronize Mavenlink with external systems (such as a customer relationship management tool or human resources information system). Use custom fields and our open API to enable both systems to talk to each other. This helps both Mavenlink and your other systems to stay up-to-date, automatically.
Custom Fields are viewable only if the field's Read Permissions are equal to (or greater than) the member's Account-level permission. For example, a Custom Field with Read Permissions set to Reports Viewer can be viewed by members with Reports Viewer access all the way up to Account Administrator.
Read or Write Permissions are managed by Account Administrators; all new Custom Field Sets default to being viewable and editable by Account Administrators only.
- Custom Fields and Custom Field Sets are editable for Account Admins only, but value creation is configurable.
- The Account Admin can configure the permission level required to read or write custom fields on Projects, Tasks, and Project Groups.
- Some areas where custom fields appear are restricted to a particular permission level. For example, any custom field in a user set are only available via the account members section, which is only accessible by Account Administrators.
HOW WILL THIS HELP YOU?
- Standardize your information
- Communicate necessary information to team members
Click on Settings in the left-hand navigation and click on Custom Fields (located under Customizations). Here you’ll find a list of places where you can apply custom fields: Projects, Tasks, Users, and Project Groups. To start creating custom fields, pick the appropriate Custom Field Set type. You can think of sets as a way to organize groups of custom fields. Once you’ve created a Custom Field Set, you can get started making custom fields. You can make several types of custom fields, such as: text, date, currency, number, single choice and multi-choice fields. Get started in 3 easy steps:
- First create and name your Custom Field Set. Let’s create a project set and name it “Default Project Set.”
- Click into the “Default Project Set” link and add fields by clicking the green “Add Custom Field” button.
- From here, you can select a custom field type, name, and select that field’s required permissions.
You’re all set! Visit a project and click on the gear icon next to the project title and scroll down to Custom Fields to set values for your new custom fields.