Insert Field Settings in the General Assignment

Aug 6th, 2022
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How to Insert Field Settings in the General Assignment

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in this video Im going to cover the field work account settings so this will be a general overview the settings are located in the gear in the upper right corner click that and well review all settings from left to right so starting with company information the very first section youll notice this form pulls all of your business information it also will display this information on invoices and work orders estimates statements so be sure to format the address city state postal code everything correctly again your fax and phone website your license number if needed you can upload a logo you can modify the systems top or header color which floats through the customer portal as well when you click in this field it will give you a color selector and as you are changing the selector on the vertical bar youll notice that the horizontal bar changes this is the color you would pick if you were going to modify it to that color so that is what the color would end up changing to when you are

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Create a new column After you open the task list, on the Tasks page, click the plus (+) Add Column at the top of the far right column of the task list. If the information you want to capture is Text, a Number, a Date and Time, or a Person or Group, you can select that option in the list.
Create a custom field in Project In Grid view, select Add column New field. Choose a field Type: Important: A custom fields type cannot be changed after its created. If a custom field is the wrong type, delete the field, then create it again using the correct type. Enter a Field name, then select Create.
Asana offers a wide range of customization settings, so you can make the app your own. We recommend going into your settings and the Customization menu to see what you can do.
Click on the gear icon on the top right. Click on Setup. Click on Object Manager.Create custom fields for Tasks or Events Go to Setup. Enter Activities in the Quick Find box. Click on Activity Custom Fields. Click on New.
You can choose how you want that date formatted, but it will be in a text field since, as discussed here, there are no date-type custom fields yet.
You can add fields to Task Planner, and determine whether they are mandatory or not. Additional fields are associated with a specific type of task file (for example, the change task file), and can be configured at both the file and task category level.
Start by clicking the search bar to access the advanced search options. From there, click Add filter, then select Add custom field. The custom field must be added to your organizations field library to show up in the advanced search options.
Open a project file in Project desktop, right-click the field name, and choose Custom Fields. Select Task if you want the field to be available in task views, or select Resource if you want the field to be available in resource views. Select the type of field you are customizing from the Type list.

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