If you’ve ever found yourself wishing that your favorite workflow solution had a standardized field for content or information that it currently does not offer, Custom Fields are out to solve this dilemma. There’s no way that every software can offer fields for all possible content across all types of workflows, and if it could, it would be far too burdensome to use, which is why Custom Fields are the answer to molding your favorite solution to better fit your workflow.
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Creating a Custom Field Template
Creating a Custom Field allows you to standardize information — typically (though not always) on a task — within a project. This makes for a harmonious, unified experience in this single silo.
The ability to employ this same layout of custom standardized information in other projects is what elevates a Custom Field to a Custom Field Template. This cross-project standardization makes scaling your processes and reporting graceful and natural while eliminating rework and confusion.
In Nifty, saving a Custom Field into your Custom Field Library allows you to deploy this field in other projects, current or future, without needing to recreate it.
Custom Field Template: Billable Rate
A popular Custom Field for freelancers and teams who leverage Time Tracking, a Billable Rate field calculates the billable cost of the task in real time by multiplying tracked time by your billable rate. Optionally, this can be triggered by a manual entry of time in lieu of the time tracker.
In addition to saving this Field to your library, be sure to select the Hide From Guests tickbox if you’d prefer the Guests of your project to not see these rates calculated within Nifty.
Custom Field Template: Dropdown Selector
IT, development, and other technical teams love to leverage the dropdown Custom Field to add more information to a ticket, such as the hardware or software that the issue is occurring on. This allows for issue and bug tracking to bring more information out into custom columns in the List view of tasks.
Different colors can be selected for the different dropdown options to bring color-coding into the workflow mix as well.
Custom Field Template: Phone / Email / URL
Whether you’re creating a lightweight CRM, or storing employee or vendor details, the Phone, Email, and URL fields are a popular way to create and track the personal details of individuals or businesses. For those who wish ti get even more specific with these details, try adding the Location field into your array of Custom Fields.
Using Custom Fields in Existing or New Projects
Now that we’ve been sure to add these Custom Fields to our library, we can select the Choose from library option when creating a new field in a pre-existing project.
While we can always reference our library for Custom Fields in new projects, we can proactively save Custom Fields into a project’s template to ensure that future projects made from that template will automatically include the appropriate Custom Fields.