Custom fields help you record more details with your time entries and can be easily created in 7pace. Define toggle and drop-down fields and let people fill them in when adding or editing time.
On this page:
|
|---|
Watch the video
In the following video, two custom fields are created:
...
Note that custom fields can only be created by a Jira administrator and that a maximum of 10 custom fields can be created.
...
Custom fields
Use the following steps to create two custom fields:
A Billable toggle switch.
A field that lets you categorize the type of work.
Custom field - Billable toggle switch
Use the following steps to create a custom billable toggle switch:
Click Apps > Timetracker.
Click Custom fields and a preview of the Add Time dialog displays.
Click Create new field.
Select Toggle.
Enter a name for the new field, Billable, and a brief description (Toggle this field On for all billable hours), if necessary.
Specify whether or not the field defaults to On or Off.
Notice the Add Time dialog updates dynamically to reflect the new Billable field.
Click Save Changes.
Custom field - Categorize work type
In the next example, create an Activity Type drop-down field that captures how to categorize the time being entered.
Click Create new field.
Select Dropdown.
Enter a name for the new field, Activity Type, and enter a brief description (Categorize your time), if necessary.
Click Add options, and enter the first option name, Design, in this example.
Click Add option to create the next Activity Type, Requirements.
The color can be changed for each option, making it easy for users to distinguish between their choices.
Create a third Activity Type, Documentation.
Assume the activity types should display alphabetically.
Simply drag Documentation into the second position.
Click Save Changes.
Where do custom fields display?
The two custom fields now display in the Add Time dialog. Note that fields below the line in the left-hand pane are not mandatory. So, if we drag Activity Type below the line, users are not required to select an Activity Type when tracking time.
Billable and Activity Type are simply examples of custom fields. However, you have the flexibility to track any additional information required for your business.
Now, when tracking time, the custom fields display on the Add Time dialog. The custom fields also display when tracking time in the Monthly and Weekly pages.
And, custom fields can be included in the Times Explorer. Simply click Settings and then scroll down to add the Custom Fields to the page. Now, the fields are visible and can be used in filtering.