In this section, you will know the predefined fields and learn about the different types of project fields available and their individual properties, and how to manage them.
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.
It will automatically be filled once the project is updated. This will only affect project updates after January 19, 2022.
2. Created Date: Once Projectrak is installed, this field will store the creation date of each project.
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.
It will automatically be filled once Projectrak has been installed.
4. Status: Available for you to store the status of your project.
5. Priority: Available for you to store the urgency, priority, or criticality of your project.
6. Start date: The date set for the start of the project.
7. End date: Available for you to store the date set for the completion of the project.
8. Estimated time: Duration field available for to set estimated hours, days, or weeks for the project.
9. What are we doing? Available to communicate with other users what's being done.
10. Why are we doing it? Available to communicate the reasons for this project's carrying out.
11. What will success look like? Available to communicate what's expected when the project concludes.
12. Related Projects: This field allows identifying possible risks due to the dependency between projects.
13. Stakeholders: This field allows identifying and involve the people interested in a particular project.
Step 1: Fields manager
1. Go to Projectrak → Fields. A list of your project fields will be displayed.
2. You can navigate through the list and search the fields using the text box at the top-right of the screen.
Step 2: Performing actions
Every field has three actions:
1. Edit: Allows you to edit the details and configuration of the field
2. Copy: Duplicates fields
3. Delete: Permanently deletes the field (Remember, predefined fields cannot be deleted.)
Step 3: Creating a project field
1. Click on the Create field button at the top-right of the screen.
2. Select your preferred options and enter the required details. Depending on the type you select, there are different sections to complete.
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. 