Add Custom Project Task Fields as Columns in Project Interface

    Inspire Planner allows you to create custom fields for Project Tasks and have them displayed as columns on the Project interface. This makes it easy for you to capture and update information for each project task directly from the Project Interface.

     

    This help article will walk you through how to create custom Project Task fields and add them to the Project Interface.

     

     

    In Salesforce Lightning

    This section will walk you through how to add custom Project Task fields and add them to the Project Interface in Salesforce Lightning environment.

     

    Navigate to the Project Task Object

    The first thing you would need to do is to go to the Project Task Object within Setup.

     

    1. Click on the Gear Icon at the top right corner and click on Setup.

     

     

    1. Go to Object Manager and click on Project Task.

     

     

    Create Custom Fields 

    To create a custom field within the Project Task Object, go to Fields & Relationships.


    The following field types are supported:

    • Text
    • Number
    • Currency
    • Picklist
    • Date
    • Checkbox


    Please see Salesforce: Create Custom Fields to learn more.


     

    Add Fields to the Project Interface

    Once you've created the custom fields you need, you can then add them to the Project Interface.

     

    1. Within the Project Task object, go to Field Sets then click on Inspire Planner Custom Fields.

     

     

    1. From the list of fields on top, drag the field to the box labeled 'In the Field Set'. The fields added to this box are displayed in the Project Interface as a column. When you've added all the fields you want, click on Save.

     


    In Salesforce Classic

    This section will walk you through how to add custom Project Task fields and add them to the Project Interface in Salesforce Classic environment.

     

    Navigate to the Project Task Object

    The first thing you would need to do is to go to the Project Task Object within Setup.

     

    1. Click on the dropdown arrow beside your name at the top right corner and click on Setup.


       
    2. In the menu on the left, expand Create and click on Objects.


       
    3. From the list of Custom Objects, click on Project Task.

     

    Create Custom Fields 

    To create a custom field within the Project Task Object, scroll down the page and locate Custom Fields & Relationships. Then, click on New.

     

    The following field types are supported:

    • Text
    • Number
    • Currency
    • Picklist
    • Date
    • Checkbox


    Please see Salesforce: Create Custom Fields to learn more.


     

    Add Fields to the Project Interface

    Once you've created the custom fields you need, you can then add them to the Project Interface.

     

    1. Within the Project Task object, scroll down the page until you locate Field Sets. Click on Edit beside Inspire Planner Custom Fields.


       
    2. From the list of fields on top, drag the field to the box labeled 'In the Field Set'. The fields added to this box are displayed in the Project Interface as a column. When you've added all the fields you want, click on Save.

     

     

     


    Tags

    AdministrationProject Task List

    « Previous ArticleNext Article »