Create Layout

1. Click  in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Projects.
   
3. Click Create Layout in the upper-right corner.
   
4. Select a base layout that you want to build (clone) your new layout on. If you haven't created any layouts, the standard layout will be listed in the drop-down.
   
5. Enter a Layout Name.
   
6. In Layout Permissions, select the user profiles who can access the project layout.
   
7. Click Create.
   
   

View or Edit Layout

1. Click  in the upper-right corner of the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Projects.
   
3. In the Layouts section, you can view the list of project layouts that have been created already.
   
   • The layouts that are listed can neither be deleted or reordered.
     
   • You can associate a layout with any user profiles who can access that layout. 
     
4. Click the layout you want to edit, do the necessary changes, and save.
   

Delete Section

1. Click  in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Projects.
   
3. Click a layout to delete a section in the layout.
   
4. Hover over the section and click the trash icon .
   
   • The  icon will be visible only when all the custom fields inside the section are removed. We recommend you to remove the custom fields first and then delete the section.
     
5. Confirm your action.
   

Create Custom Fields

1. Click  in the upper-right corner of the top navigation bar.
   
2. Navigate to Customization > Layouts and Fields > Projects.
   
3. Click a layout to add a custom field.
   
4. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
   
5. Set a Default Value if necessary.
   
6. Select Mandatory checkbox if you want the field to be filled compulsorily. 
   
7. Select Insert Tooltip checkbox if you want to set tooltip information for the field. 
   
8. Click Add to Layout to include the field in the layout. When you Cancel, the field is never stored anywhere.
   

1. Number: Store numbers in this field. A number can have a maximum of 19 digits. You can either store an integer or a decimal in this field.
   
2. Single-Line text field: Add one line of text.
   
3. Multi-Line text field: Add multiple lines of text. Hit Enter to key in more information.
   
4. Pick-List field: Create your own drop-down using a pick list. Set values and wrap them under a pick list as per your business needs. Enter valid data in the editable text area and click Add Value. Click the cross icon  beside a value to delete it.
   
5. Multi-Select Pick-List field: Create drop-downs with multiple selections.
   
6. User Pick-List field: Use this field when you have to store usernames.
   
7. Multi-User Pick-List: Use this field when you have to store and select multiple users from the drop-down.
   
8. Date: Store dates in this field.
   
9. Email: Store email addresses in this field.
   
10. Phone: Store contact numbers in this field.
    
11. URL: Store URLs or links in this field.
    

A maximum of 105 custom fields can be created.

Number, Single-Line text, Multi-Line text, Email, Phone, and URL fields can be marked as PII (Personally Identifiable Information). If you select Encrypt Field, the data will be encrypted at the backend.

These fields cannot be duplicated.

Removing a field’s association from a layout will not result in loss of data. However, deleting a field will delete the data.

Edit Custom Field

1. Navigate to >  Customization > Layouts and Fields > Projects.
   
2. Open the standard layout editor and hover over the custom field you would like to edit.
   
3. Click the pencil icon .
   
4. Edit the field properties except the field name. You can change the field name also but the new name will be reflected in all the projects.
   
5. Click Save Changes.
   

Custom fields can be edited only in the Enterprise plan.