The input fields on the new project creation screen will now reflect the customized fields set by the customer.
With this update, the previous fixed sections (Project Information, Property Information, and Client Information) will change, and only Project Information will remain fixed. The other sections will only be displayed if selected by the customer. Additionally, any mandatory fields within each section must be completed in the new project creation screen.
Note: This release is for PC only.
Note: Customization of project settings and the ability to show or hide sections in the new project creation screen are only available to users with "Owner" or "Company Admin" permissions.
Setting Input Fields for Project Creation
1. Click on Settings, then select Customize Settings.
2. Click on Project/Clients/Property Information.
3. Select the project template you want to customize.
4. Select the section items you want to display during project creation and switch them to Show on "Create Project".
Click on the tab and select Show/Hide on "Create Project" to toggle the setting. (Second image)
Project Creation Screen
Note: The settings applied to the project creation screen will be reflected after the end of May.
1. Click on "+ Create Project" in the top left corner
2. Select the project template you set up
The input fields configured in "Setting Input Fields for Project Creation" will be displayed.
In the image, the "Basic Template" template of the above steps is selected.
The section items you configured will be displayed on the project creation screen