Manage custom properties
Learn how to create and manage your properties and then how to classify them
Prerequisites
Create a property
Navigate to the page for the resource you want to edit, for example, “Employees”
Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start creating
On the right side of the dialog (the resource edit page), click “Add Property”
Enter the property name and click “Confirm”
Create an attribute
Attributes are one of the possible values of a property. You can create as many attributes as you want for a property for simple cases like “Yes” and “No” or for more complex cases.
Navigate to the page for the resource you want to edit, for example, “Employees”
Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start creating
In the right part of the dialog (the resource modification page), click in a field to the right of a property
Enter your attribute name and click “Create [your attribute name]”
Edit or delete a property
Navigate to the page for the resource you want to edit, for example, “Employees”
Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start editing
In the right section, click on the small pencil in front of the name of the property you want to change or remove
Change the name and click “Confirm” to change
Or click “Delete” to remove the property
Edit or delete an attribute
Navigate to the page for the resource you want to edit, for example, “Employees”
Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start editing
In the right section, click on a field to the right of the property that contains the attribute you want to change or remove
In the menu, click on the 3 small dots (...) to the right of the attribute you want to modify or delete
Change the name and click “Confirm” to change
Or click “Delete” to remove
Note that you can do the same for all the properties of your employees, your equipment, your documents as well as the tasks and sub-tasks of your projects.
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