Our new Custom Fields feature allows you to track the work that has been done on your tasks in more details.
With this feature, users on-site can let the team know things like the number of people working on a task, the exact hour when they began their work, and how many hours in total they spent on the task before completion.
This will enable Planners to have a better overview of the project as well as getting key learnings from each task that has been completed. If you are working on an hour by hour project, this will be a complement to our ‘Actual Start and Finish Dates’ feature. The ‘Custom Field’ feature allows you to easily track the starting and finishing time as well as for example, the number of workers on a task and the total amount of working hours.
Custom Fields are define on project level and apply to all tasks in the project. It is not possible to copy custom fields from one project to other projects.
How To Find Custom Fields
Go to your Project Settings
Click on Custom fields
How to create a Custom Field
1. Click on the field in front of Add a custom field
2. Name your Custom Field
3. Choose between two input options:
Free text
Date/Time
4. Save your Custom Field by clicking on the green check mark
5. Add more custom fields
6. To edit or delete a custom field click on the pencil icon.
Status updates
You can report on your Custom Fields in the Status field of tasks. You are able to provide several updates on the Custom Fields - just like you are able to provide several updates on the status progress altogether.
To do a status update on the Custom Fields:
1. Open the Status field
2. Update the Custom Fields
3. Update Progress
4. Click on the ‘update progress’ button
The Custom Field changes will be visible in the audit trail.
CSV file download
To export your Custom Field data in a CSV file:
1. Download as CSV file
2. Tick the box ‘Include Custom fields’ to include the Custom Field information in your file
3. Open the CSV file. In the last columns you will find all of the Custom Fields data, including the Custom Fields titles.
The CSV file only supports the most recent updated data of the Custom Fields. This means that if you make a subsequent update on your Custom Fields the newest data will overwrite the previous data in the exported file. However, you will still have the complete history of the Custom Fields in the audit trail on the task.