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Step 0: Understanding predefined fields

When Projectrak is installed, a few predefined fields will be created for you to use in your projects. These fields can be copied and edited but not deleted.

1. Updated: This field will store the date of the latest project fields edition.

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Info

It will automatically be filled once Projectrak has been installed.

3. Creator: Once Projectrak is installed, this field will store the user who created the project.

Info

It will automatically be filled once Projectrak has been installed.

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Step 1: Fields manager

1. Go to Projectrak → FieldsProjectrak → Fields. A list of your project fields will be displayed.Image Removed

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2. You can navigate through the list and search the fields using the text box at the top-right of the screen.Image Removed

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Step 2: Performing actions

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1. Edit: Allows you to edit the details and configuration of the field.

3. Enable project property: Allow to use project values to find issues in the JQLor use project values in workflows using Jira Expressions.

2. Copy: Duplicates fields.

3. Delete: Permanently deletes the field (Remember, predefined fields cannot be deleted.).Image Removed

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Step 3: Creating a project field

1. Click on the Create field button at the top-right of the screen.Image Removed

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2. Select your preferred options and enter the required details. Depending on the type you select, there are different sections to complete.Image Removed

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Step 4: Field Types

Projectrak allows you to create 12 different types of fields. Here, you can find the explication for each one.

Pro tip

When trying to know what is the ID of a Projectrak custom field ID, you just need to check de ID column. Please see the screenshot for reference. Image Removed

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