Customize Add Project fields

The "Add Project page fields" settings let you designate which fields appear when users create a new project. To configure these, go to Settings (the gear icon in the top right of Workzone) and find Add Project page fields under the Projects section.

In the "Display" column, select the checkboxes next to the items that you would like displayed on the Add Project page. Secondarily, in the "Required" column you can choose which of these eligible fields must be filled out before the new project can be created. Scroll to the bottom and click the Save Settings button.

"Project Name" is the only required field and may not be unchecked. If your Workzone site includes custom columns, those columns will appear at the bottom of this table as fields to be filled out when creating a new project.

Any fields not selected here will not appear on the Add Project page, though the data of those fields can be updated in the corresponding Task List columns once the project has been created.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us