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Use free fields for projects

Add custom project fields when the standard project fields are not enough.

Free fields let you store extra project data.

Use them when the standard project fields do not cover your process.

1

Open Free fields

Go to Settings.

Search for Free fields.

2

Add a new field

Click Add.

3

Set the field basics

Select Project as the entity.

Enter the Name and the Type.

4

Add the field number and rules

Enter a unique Free field number.

Decide whether the field should be mandatory.

5

Save and test

Click Save.

Then open a project and test the field.

Good uses for project free fields

  • internal classifications

  • customer-specific references

  • sector-specific project data

Frequently asked questions

When should I use a free field?

Use it when the standard project fields are not enough.

Can I make a project free field mandatory?

Yes.

Set that when you create or edit the field.

Should I add many free fields at once?

Start with the fields you need most.

Then expand only when needed.

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