Can I Change the Order of Custom Project Fields

Yes, you can change the order in which your Custom Project Fields appear.

 

Subscription Required: Custom Project Fields aren't available on all subscription plans. Contact Support to learn more. 

How Do I Reorder Custom Project Fields?

 

Permissions Required: General Administration, Level 1 (Manager) permissions are required to create Custom Project Fields.

1. Click Admin in the top navigation bar
2. Click Custom Project Fields
   
3. Select Reorder Fields
   
   
4. Drag the fields into the desired order
   
5. Click Save

Where Will This Change Take Effect?

Custom Project Fields will appear in the order you've set:

• In the New Project form within Loopio
• In the New Project form within the Salesforce integration
• In the Project Details tab of all Projects