Create Custom Fields
Set Custom Field Values
How to Create Custom Fields
Go to Settings.
Select Custom Fields.
Click + Custom Field.
Enter a name for the custom field.
Select the Custom Field Type.
Choose which Ticket Types the field will apply to.
Choose which Roles can view or edit the field.
Click Save.
How to Set Custom Field Values
Open the ticket you want to update.
In the ticket edit window, scroll down to the More Details section on the first tab.
Enter or update the custom field values.
Click Save.
Note: If you no longer want a custom field to appear on new tickets, you can either:
Turn off Show on Ticket Form, or
Click the Eye icon next to the custom field to hide it.
Note: When adding a clickable link to a custom field, include https:// at the beginning of the URL (for example, https://touchplan.io/).
You can view any of this information in the plan and project CSV exports.