Project fields can help your organization manage projects. Great examples of project fields include department or cost center, Req ID, or project type (Event, Talent Pool, Job, etc).
Project fields can be single select, multi-select, or freeform text. Project fields apply across the entire organization, and required fields apply to all new Projects created. Users select project field choices when they create new projects, can create Project Custom Fields for their own projects, and can filter their Projects page by these fields.
Set up Project Fields
Only Admins can set up project fields to organize projects.
- Click Team Settings to access Team Settings and then click on the “Customization” tab. You can also access this page at gem.com/admin/customization.
- Find “Project fields.”
- Click the “New project field” button. Create the field name, select the response type, and fill in choices for single select or multi-select.
From this page, Admins can also edit or hide project fields.
Set up Project Custom Fields
In addition to the team-wide project fields your team admins can create, you can also create custom Project Fields for a project. In addition to the single select, multi-select, and freeform text field options available for the team-wide Project Fields, Project Custom Fields also include the Date type.
- Click the Options button from within your project.
- Select “Edit project custom fields.”
- You can choose to clone custom project fields from another one of your projects, or create a new field by clicking the “+ New Custom Field” button.
- You will be required to name the new field, select a field type, and the options for that field if you are creating a single or multi-select field.
Your new custom field will now be available to be added as a column in your project view as well as a filter in your Prospect Search.
Here’s an article where you can find additional information and Project Fields Best Practices for setting up Project Fields.
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.
- Set up Project Fields
- Set up Project Custom Fields