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:

  1. 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.

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