Field Management
To enter Field Management:
- Click your avatar in the lower left and select System Settings from the menu.
- On the next page, select Fields in the sidebar navigator.
note
Organization admin permissions required
You can view all the global fields on this page. The fields can be added to the work details pane and can be used across the organization.
- System Fields: set by WorkZappy and cannot be modified, such as Activities, Time Tracking and etc.
- Organization Fields: can be modified and managed by the organization admin.
Create Organization Fields
- Click the Create Field button in the upper right.
- Select the field type. >>Learn about all kinds of fields
- Add a name to the field.
- Add a description.
The fields created can be used across the organization.
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Modify Fields
Hover on the fields and click the icon to modify the fields information.
Delete Fields
Hover over the fields and click the icon to delete the fields.
note
System fields can not be modified or deleted.