How Do I Create Custom Project Fields?

Loopio allows you to create custom Project fields, which provides you a way to add specific details to your Projects like product line or dollar amount. This allows you to generate more customizable reports and better understand Project trends.

What you're able to do with Custom Project Fields:

• Create, edit and delete custom fields in the Admin tab
• Update custom fields while creating a new Project, or under Project Details
     
• See custom fields represented in your Project Reports

To Create Custom Project Fields:

1. Click Admin in the top navigation bar
2. Click Custom Project Fields
   
3. Click Create a Custom Project Field
   
4. Enter your Custom Field name
    

   Tip: Adding instructions is optional. You will be able to choose which type of field you'd like to create when creating a Project.

5. Choose which Field Type you'd like to use. 
   
6. If the field you choose is Short Text, you can just click on the Checkmark and you're all done!
7. If you chose Dropdown, you'll need to add the Values before saving the Custom Field by clicking Add Values:
   
   Fill in the values and click Save when you're done
   

For more information on mapping Custom Project Fields to Salesforce fields, read more: Can I Map Custom Project Fields using the Salesforce Integration?