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, checkbox 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.
Notes:
In the drop-down type field there is a limit of 30 items per field.
The items name cannot exceed 50 characters.
Each level (client, user, task, project, hour) can have up to 15 custom fields.
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.
