Only administrators can manage the network settings.
These settings concern all users in the company and therefore apply to the entire network.
Types of custom fields proposed
The cases of use are numerous thanks to the 6 types of predefined fields :
Short text : addition of a field to enter short text
Number : addition of a field for entering a number
Date : added a field to choose a date using a calendar
Multiple choice : addition of a field offering multiple choices to be defined
Drop-down list : addition of a field with a drop-down list with several options to be defined
File : addition of a field to integrate a specific file
Add a custom field
To configure the network custom fields :
From your profile, go to Settings
Under Network Settings, click Custom Fields
Click on Add a custom field
A window opens, choose the type of field you want (see previous section).
A window opens, define the field label by choosing an icon and a name. The icon will be used to represent the field in the task details panel.
Define if the custom field is global, two options here: a custom field can be activated on all tasks in the network or only on one or more workspaces.
In this example, the Drop-down list type has been chosen, so you need to define the options in this list by entering them in the field provided. It is possible to Sort the options not in alphabetical order or to choose their order manually using the tool to the left of the option.
If necessary, choose a colour to distinguish between the different options.
The custom field now appears in the details panel of all tasks on the network or tasks in one or more workspaces depending on the option chosen. It is now possible to choose the Task Progress Status based on the options provided.
Modify a custom field
It is possible to modify a custom field by clicking on the pencil icon.
Sort tasks according to a custom field
It is also possible to sort the tasks in the personal space or in each workspace according to the custom fields created. Click on the sort button (1) and select the field in question (2), here Progress Status. The sections grouping the tasks have the names of the different predefined statuses, as shown in the image below.
Archive/Delete a custom field
It is possible to archive or delete a custom field. To do so, click on the pencil icon (1).
Archive a field
Click on the Archive button (2). If a field is archived, it will be hidden but the values entered will be retained.
Click Archive again to confirm the action (3).
Delete a field
Click Delete (4). Caution: If a field is deleted, all values entered in that field will be deleted.
Click Delete permanently to confirm the action (5).
View archived items
There is a button to show or hide the archived fields (1). Archived fields appear in light grey. It is possible to Unarchive an archived field. To do so, first click the pencil icon (2).
Then click on the Unarchive button (3).
Task sharing and custom fields
If you share a task in a workspace, the custom fields enabled in the workspace will automatically be displayed in the task details panel. If you take a task out of a workspace, the custom fields are simply hidden. This system leaves the flexibility of task sharing intact while ensuring no loss of data.