Custom fields allow you to include additional information to your time data. For instance, you can add a field with your task codes, user job positions, project stages, client billing details and more and see all reflected in your Timesheets reports.
How to add custom fields:
Go to Manage/ Custom fields and select the level that you want to add an extra field of information to. The levels are: Client, User, Task, Project, Hours.
2. Click on Add Field to create a custom field in your chosen level.
3. There are six types of fields available to choose from: number, text, date, currency, boolean and drop-down. Choose a type and complete the field name.
Tip: add colors to your drop-down fields items. Click on the left square to add a color.
How to use custom fields.
If you added a custom field to a specific level it will be available whenever you add or edit that level to complete it with the corresponding information:
Tasks and projects: you'll find the custom fields when adding or editing a task or project.
Hours: you'll find the custom fields when adding or editing your hours.
Clients: you'll find the custom fields when adding or editing a client.
Users: you'll find the custom fields when adding or editing a user.
Where to see custom fields along with time data.
Custom fields will be available in Timesheets reports. Each custom field will represent a column in timesheets that you can enable or disable anytime.
You can use the custom fields to create filters and groups in timesheets reports.