Manage project details and insights
Update a project's core information and configure custom insight fields to capture additional attributes.
This guide is designed for project manager.
Steps
Step 1: Open the Project Details manager
From your project workspace, navigate to the section that displays project information and open the Project Details manager panel to begin editing.
Step 2: Review and edit general project information
In the Project Details section, update fields such as project name, client, address, status, and phase using the text inputs, dropdowns, switches, and date fields provided; then select the option to save your changes.
Step 3: Add a new custom project field
Switch to the Project Insights section, choose to add a custom field, then define its label, key, field type (for example text, number, date, boolean, email, URL, select, or multiselect), and any other options before saving it to the project.
Step 4: Configure custom field values
For each custom field, enter or select the appropriate value for the project, adjusting text, numbers, dates, toggles, or selection options as needed so the insights accurately reflect the project context.
Step 5: Copy a custom field key for integrations
Use the copy control next to a custom field to copy its key to your clipboard, allowing you to reference it in integrations, reports, or automation rules.
Step 6: Remove an unneeded custom field
When a custom field is no longer required, use the remove option next to that field and confirm the action to tidy your insights and keep only relevant attributes.
Related Tasks
Last updated: 2026-02-02