Layouts and Custom Fields Tutorial

This tutorial will help you create layouts and fields and customize your project and task forms to meet your needs.

Learning Objectives

To learn how to

1. Create custom fields
2. Design layouts for projects and tasks
3. Edit layouts for projects and tasks

Layout

Feature Introduction

Layouts let you design and task forms based on your requirements.

Prerequisites

Enterprise users will be able to create and edit layouts, and users of all plans (Free, Express, Premium, and Enterprise) will be able to access the Layouts section and edit the Standard Layout.

Projects

You can create a new project layout page or edit an existing layout.

1. Go to Layouts and Fields and select Projects.
2. Click the Create Layout button in the top-right corner.
3. Select the layout from which you'd like to clone.
4. Enter a name for the layout and select the profiles that will have access to the layout.
5. Click Create when you're done.
6. You will now be able to add new sections and fields from New Fields.

The following fields will be listed on the left-hand side of the page:

1. Drag and drop the fields to the layout.
2. Enter a name for the field, choose Information, set who will have access, and optionally add a default value or mark it as mandatory.
3. Click Add to Layout once you're done.
4. To add a new section, drag and drop +Add Section to the layout.
5. Add fields to the new section from the New Fields or  Available Fields section.
6. Click Save Layout when you're done.

You can click the + icon beside each layout to edit the layout permissions. To delete a layout, click the bin icon next to the + icon.

Note: You cannot add custom fields to default sections for project layouts.

Tasks

You can also create a new task page by cloning it from a template or editing an existing template.

To create a new task page,

1. Go to Layout and Fields and select Tasks.
2. Click Create Layout button in the top-right corner.
3. Choose the layout you want to clone, enter a name for your layout, and click the Create button.
4. You will now be able to add sections and fields from New Fields to your layout.

The following fields will be listed on the left,

1. Drag and drop the fields to the layout.
2. Enter a name for the field, choose the Field Information, set who will have access, and optionally add a default value or mark it as mandatory.
3. Click Add to Layout once you're done.
4. To add a new section, drag and drop +Add Section to the task layout.
5. Add fields to the new section from the New Fields or Available Fields section.
6. Click Save Layout when you're done.

You can associate layouts with projects from the Layouts page by clicking the + icon and tap the Fields section to see the additional fields added to the layout.

Custom Fields

Feature Introduction

Add custom fields to your layouts to display customized information in your projects and tasks.

Description of the Feature

Let's take a deeper look at the

To add a custom field,

1. Navigate to Setup > Layouts and Fields.
2. SelectProjects/Tasks.
3. Click an existing layout.

The following fields will be displayed under the New Fields column.

1. Drag and drop the required fields to the layout.
2. Enter a name to your field, select the users to give access to, and enter the required values.
3. Check the Mandatory Field option to make it mandatory for the user to fill in the custom field.
4. Click Add to Layout when you're done.

To add a new section with new fields, drag and drop +Add Section to the layout.

Scenarios for Layouts and Custom Fields

Here are two examples of scenarios where layouts and custom fields come into play.

Layouts

Helen owns a mobile manufacturing unit. Every time a mobile goes to the manufacturing process, she creates a project to record the work done. Different mobiles will be delivered by different delivery personnel. She decides to capture the delivery details so that if there's any defect during the delivery, it will be easy to pull out the concern person's records.

To do this:

1. Go to Setup > Layouts and Fields > Projects.
2. Click Create Layout.
3. Select the layout to clone.
4. Enter "Mobile Manufacturing and Delivery" as the layout name.
5. Choose the roles to have access to the layout and click Create.

In the following page,

1. Drag and drop the +Add Section the layout.
2. Click Untitled Section on top of the section and type "Delivery Details"as the name of the section.
3. Drag and drop the User Pick List to the space.
4. Enter the field name as "Delivery Personnel".
5. Choose the employee who will be delivering the order from the Users field.
6. Check the Mandatory Field box and then click Add to Layout.

1. Drag and drop Pick List to the space.
2. Enter the field name as "Color".
3. Add "Black" to the Pick List Values and click Add Value.
4. Add "Blue" and "Red" to the list in the same way.
5. Check Mandatory Field and click Add to Layout.

1. Drag and drop the Phone field to the layout.
2. Enter the name as "Contact Number".
3. Choose the Field Information.
4. Check Mandatory Field and click Add to Layout.

1. Drag and drop the Date field.
2. Enter the field name as "Delivery Date".
3. Check Mandatory Field and click Add to Layout.
4. Click Save Layout.

Go to the Projects section and click the New Project button in the top-right corner. You will see see a Layout option in the top-right corner. Choose Mobile Manufacturing and Delivery. The changes made to the layout will be updated on the creation page.

Custom Fields

Peter owns a project development business and takes on a certain number of projects every week. Each project will be delivered to the client in person and the fuel cost will be reimbursed by the client. He wants his employees to track how far they travel to each client, so he creates a custom field to store the odometer reading.

In this case,

1. Click the Setup icon on the top-right corner and select Customization.
2. Go to Tasks under Layouts and Fields.
3. Click the layout to you want to add the custom field to.
4. Drag and drop the Decimal field to the layout.
5. Enter the field name as "Odometer Reading".
6. Choose the Field Information and select the users to give access to this custom field.
7. Click Apply changes and then Save Layout on the next screen.