Custom layouts and fields Zoho Sprints

General

What are custom layouts?

Every project will have a different set of goals. The workforce, requirements, efficiency of employees, type of work etc. varies based on the project's goal. Having a standard layout for all the projects is difficult to handle. To overcome this typical structure, creating custom layouts for different types of project will make your work simple.


  • A layout is a group of fields that are designed to help project users define the work items clearly.
  • A standard layout has default fields and sections.

What are fields?  

Fields are the entities that describe the purpose of the work item. If the existing fields (Default fields) do not match your business requirement, you can add custom fields to the layout.
  • Default Fields - Fields that are already available in the work item form.
  • Custom Fields - Fields that you customize to create work items that serve a specific purpose.

What is a section? 

Sections can otherwise be termed as headings to the fields that you specify. A group of similar fields are categorized under a section. 
  • For example: If you want to add Payment Details as one of the sections in the layout. You can do that by adding relevant custom fields like Plan, Monthly, Yearly, Discounts, User Add-ons, Feature Add-ons, Total Amount, Invoice PDF etc. and group of all the payment related fields under 'Invoice' section.

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