Manage project details and custom fields
Update core project information and configure custom fields to capture additional project insights.
This guide is designed for project manager.
Steps
Step 1: Open the Project Details panel
From your project workspace, open the section that shows Project Details and Project Insights so you can edit information about the current project.
Step 2: Review current project information
In the Project Details section, review the existing fields such as name, status, phase, location and any descriptive text to understand what is already recorded.
Step 3: Edit general project details
Update the core fields (for example, project name, client, status, phase, dates and description) using the input boxes, dropdowns and toggles provided.
Step 4: Save general project changes
Select the option to save or update the Project Details so that your edits are validated and stored in the system.
Step 5: Switch to Project Insights (custom fields)
Open the Project Insights section to view and manage custom fields that capture additional context about the project.
Step 6: Add a new custom field
Use the Add or plus button to create a new custom field, then provide a label, choose a field type (such as text, number, date or select) and configure any required options.
Step 7: Enter or update custom field values
For each custom field displayed, type or select the appropriate values to capture specific project attributes or notes.
Step 8: Remove an unused custom field
Use the delete or bin icon next to a custom field to remove fields that are no longer needed for this project.
Step 9: Save custom field configuration and values
Save your changes in the Project Insights section so that new fields, updates and removals are committed to the project record.
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Last updated: 2026-03-08