How to add custom fields to my projects

Overview

If you're looking for a way to make your tasks and projects even more personalized and integrated into your business, Custom Fields can be an excellent solution to that. Nutcache’s Custom Fields enable users to make their tasks and projects richer by adding more information based on their business needs. This feature allows you to add textual or numeric values to all of your organization’s tasks and projects and improve clarity of workflows across the teams.

Who can use this feature?

Members with the status of administrator or higher can manage all custom fields, project managers can also manage, but only projects that they are assigned to, and the regular members can set values to the custom fields.

How to add a new custom field to a project

First, after logging into your Nutcache account, you go to the Projects menu (1) and select the project (2) you want to add custom fields to.

Then click the Custom fields icon (the sparks icon - 3) located at the top of the project list to open the Custom fields setup dialog.

If it’s your first custom field, you’ll go straight to the creation form. If you already have custom fields, just click the "+ Custom field" button to add a new one.

Next, you can select one of the field types from the dropdown menu, add a name to the custom field, and finally give a description to clarify what this field is about.

Kudos! The custom fields you have created will automatically be added to all your projects.

NOTE: You can create up to a maximum of 10 custom fields. Once the limit is reached, you will need to delete an existing one.

To edit or delete an existing custom field, simply access the list of custom fields by clicking on the Custom fields icon (sparks icon - 1), and then click on the three dot menu and select the option you want.

Say goodbye to tasks and projects lacking contextual and detailed information across your entire organization. Now you have the power to create, edit and delete your custom fields as you need, so your team can work with all the information that matters.