As a project manager, your day to day work ranges from task creation, assignment to phase completion checks and time log tracking. While reviewing records under each module, you may need to log details or run quick calculations without stepping away from your current task. In Zoho Projects, custom fields can be created directly from the
List view. This helps users stay focused without switching screens.
Let's assume a digital advertising firm managing campaigns for multiple clients. As tasks progress, the project manager reviews and assigns tasks, and certain campaign specific details might need to be added along the way. For quick notes, the manager adds a Multi-Line field as a custom field directly from the List view rather than navigating to
Setup. Depending on the type of data to be entered or calculated, the manager can also add a Summary field for
phase billable hours, a Single Line field for
invoice references, or a Multi-User Picklist field to tag
collaborators without transferring ownership, enabling quicker and more informed decisions.
To add a custom field from the List view, navigate to the required module, click

in the upper right corner of the
List view, and select
Create Custom Field. Enter the field name, configure the required settings, and click
Add to Layout.