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LB Aproplan - How to use Custom Fields? Web
LB Aproplan - How to use Custom Fields? Web
Nicolas Regnacq avatar
Written by Nicolas Regnacq
Updated over a week ago

Custom fields are flexible metadata that you can assign to points.

Create multiple custom fields according to your or your company’s needs, and see them becoming instantly available at all points across your project.

Take full advantage of them by filtering tasks according to the content of one or more custom fields at the same time!

To create your own custom fields, you must open a specific project and click on the settings tab.

Then click on the "Custom Fields" tab within your settings.

The interface for creating a custom field is quite simple: you directly see the name, the type (for the moment, only the " Dropdown " option is available) as well as the choices available in this field.

To create a new custom field, click on the button at the bottom of your screen.

You must then give your field a name, the type of field you want and the different values you want to use. (You can add up to 14 different values).

Once created, you can easily display the different values used, but also modify or delete your custom field.

For the moment, you can have a maximum of 20 active custom fields per project.

Once your custom fields have been created, they will be automatically visible and fillable when a point is created.

Below is what you will see on the mobile application, but the custom fields of a point can also be documented from the web application.

In the same way as a classic field, it will be accessible and visible on the detail screen of a point.

Finally, you can use these fields as filters. In the case of our examples, we can now filter out at a glance the priority, and the most expensive tasks, or segment the tasks according to the phase of the project in which they are located.

Got a problem? Contact our support here or ask your questions online directly on the app.

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