How to display custom fields in your action list header?

Your TeamGuru administrator can create custom fields in the system, and you can choose whether to display them in your action list header.

• Open the action list in edit mode

  To display custom fields, go to your action list and enter edit mode.

  

• Find the custom fields

  Go to the Project Definition tab and scroll down to the custom field box.

  

• Fill in the custom fields

  Tick the box to display the custom fields and enter the information needed.

  

• Check the header

  Please note that a custom field is displayed in the action list header only when it is filled in and the option is selected. If a custom field is left blank or no option is selected, its title does not appear in the header (e.g., the Lessons Learned field in the screenshot above).