Create Custom Fields
Set Custom Field Values
How to Create Custom Fields
Go to Settings
Select Custom Fields
Click the + Custom Fields button
Name the Custom Field
Choose the Custom Fields Type
Select the Ticket Types it applies to
Select the Roles it applies to
Click Save
How to Set Custom Field Values
Open the ticket
Scroll to the custom field options
Fill in the information
Click save
Note: If you no longer want the custom field to show up as on option on the tickets you can toggle off the "Show on Ticket Form" option or check off the "Eye" icon next to the custom field!
Note: If you are adding a clickable link to a Custom Field, you will need to include https:// in the URL (example: https://touchplan.io/)
You can view any of this information in the plan and project CSV exports.