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
- Build a custom creation form with custom fields.
- Enhance the type of data that you have in your project.
- Use the various options available for custom fields to capture unique data types.
- Introduce sections to categorize the fields into subheadings.
- Clone existing layouts and alter them into new layouts.
- 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.
You can customize the layouts and fields of the creation form of the following modules:
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.
- 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.
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
Action | Team Owner | Admin | Manager | Member |
Create Layout | ||||
View Layout | ||||
Edit Your Layout | ||||
Edit Other Layouts | ||||
Delete Your Layout | ||||
Delete Other Layouts | ||||
Add Field | ||||
Edit Field | ||||
Delete Field | ||||
Add, Edit, and Delete Section | ||||
Associate project to layout | ||||
Reorder fields in your layout | ||||
Reorder fields in other layouts |
Note
If you are the layout owner, you can:
- Add, edit, and delete sections.
- Associate projects to layouts.
- Reorder fields in your layout.
- Reorder fields in other layouts.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...Customize item cards
Card view customization in Zoho Sprints enables you to define the layout of your work item card. The display of work items in your sprint board comes with view options that allow you to tweak the elements that are included in each view. The detail ...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 ...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 ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources