In this article, we will review the process of creating task-level custom fields and custom fields for roadmap items. We will take a task custom field as an example, but the process and rules are the same for roadmap items.
Creating a custom field
To create a task-level custom field, perform the following:
1. Open the PPM Express Project tasks page of any Project and navigate to the Tasks section.
2. Click General info, then select New View.
3. Scroll down and select the New Field option.
4. Provide the name for the task field and all the necessary information.
Click the Create Field button.
The newly created task-level custom field will become available for all PPM Express project tasks. You can provide the value in this field for old tasks as well as the newly created ones and use it to create custom filters.
Editing a custom field
The process for editing custom fields is the same:
1. Open the view menu. Then either create a New View or choose to edit an existing view.
2. In the Create View or Configure View window, locate the field and click the pencil icon next to it.
3. Make the necessary changes in the panel that opens. Save the changes.