Customize layouts and fields | Zoho Sprints Help

Customize layouts and fields

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.

Benefits

  1. Build a custom creation form with custom fields.
  2. Enhance the type of data that you have in your project.
  3. Use the various options available for custom fields to capture unique data types.
  4. Introduce sections to categorize the fields into subheadings.
  5. Clone existing layouts and alter them into new layouts.

You can customize the layouts and fields of the creation form of the following modules:
  1. Projects
  2. Epics
  3. Release
  4. Sprints
  5. Work Items
  6. Timesheet
  7. Meetings
  8. Users

About 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.
  1. Default Fields - Fields that are already available in the layout and are significant to record basic details.
  2. Custom Fields - Fields that you customize to serve a specific purpose. Learn more

About layouts

A layout is a group of fields that are designed to help project users capture information clearly. A standard layout has default fields and sections. It gets applied to a project when you do not have custom layouts and you have not associated a particular layout for a project.
  1. System Layout - System layout is the standard layout that comes in-built and contains all the default fields that are required. You can use this as the basis while creating your custom layouts.
  2. Default Layout - Default layout is that which you can select to replace the system layout. You can set a custom layout as default so that all upcoming projects will have that layout automatically. On selecting a different layout as default, the existing projects will not be impacted, the changed layout will only be applied for new projects.
  3. Custom Layouts - Custom layouts can contain custom fields to tailor the layout to better suit your requirements. Learn more

About 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.

Access privileges



If you are the layout owner, you can:
  1. Add, edit, and delete sections.
  2. Associate projects to layouts.
  3. Reorder fields in your layout.
  4. Reorder fields in other layouts.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Zoho Sprints HIPAA Compliance Guide

                                                                                                                              The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities and Business ...
                                                                                                                            • Zoho Sprints Quickstart Guide

                                                                                                                              Zoho Sprints is a project management tool that functions on the principles of Agile Scrum methodology. Here, each project is divided into multiple phases. Each phase comprises select work items for the team to complete. When those work items are ...
                                                                                                                            • Customize work item layouts

                                                                                                                              The item creation form is composed of fields that help capture the item details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables you to ...
                                                                                                                            • Manage sections in custom layouts

                                                                                                                              Before working with fields, it's important to define a section. A section is a group of fields with a similar set of purpose. Default Section: A default section is the standard one that contains all the default fields in it. Users can also add new ...
                                                                                                                            • Customize sprint layouts

                                                                                                                              The sprint creation form is composed of fields that help capture the sprint details that you need recorded. Zoho Sprints has a predefined standard layout that is applied by default. However, the form comes with a customizable layout. This enables you ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources