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Custom Fields Overview

[Premier Customers]

Custom Fields allow customers to add additional information to Projects, Tasks, Users, Project Groups, and Clients. With Mavenlink’s robust custom fields functionality, you have a comprehensive way to keep Mavenlink up-to-date with another system, such as a CRM or HRIS. You can input legacy data, or add a key piece of workflow functionality in Mavenlink’s user interface to match a specific business process. The ways you can use custom fields are only limited by your imagination!

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

Permission Level

  • 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

GETTING STARTED

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:

  1. First create and name your Custom Field Set. Let’s create a project set and name it “Default Project Set.”
  2. Click into the “Default Project Set” link and add fields by clicking the green “Add Custom Field” button.
  3. 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.

 Custom Field Sets

Add Custom Fields

 

 

 

 

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