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Can I Change the Order of Custom Project Fields?

Updated
 

Subscription Required: Custom Project Fields aren't available on all subscription plans. Contact Support to learn more. 

Yes, you can change the order in which your Custom Project Fields appear.

How Do I Reorder Custom Project Fields?

 

Permissions Required: General Administration, Level 1 (Manager) permissions are required to create Custom Project Fields.

  1. Click Admin in the top navigation bar
  2. Click Custom Project Fields
  3. Select Reorder Fields
    Reorder_Fields_option_indicated.png
  4. Drag the fields into the desired order
    Drag_fields_to_reorder.png
  5. Click Save

Where Will This Change Take Effect?

Custom Project Fields will appear in the order you've set:

  • In the New Project form within Loopio
  • In the New Project form within the Salesforce integration
  • In the Project Details tab of all Projects
 

Learn more:   Check out our Custom Project Fields course in the Learning Station to learn more about using Custom Project Fields. (a Loopio login is required to access this link)

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