How can employees track project progress?

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

User wants employees to update projects as they progress through various stages.

This can be done using Custom Form Fields in CORE. To create custom fields:

  1. From the side menu, open Settings > Display & Formatting > Custom Form Fields.
  2. Click Add Custom Field on the top-right and select the type of field you want to add, such as Drop-down.
  3. Select the Module you want to add the drop-down to, which would be Project in this case.
  4. On the Add Drop-down dialog, provide the drop-down name, field type, and list name to be used if the list is new. You can also select an existing list by selecting Choose From Existing.
  5. Add items on the list for employees that they can use to track the progress on the project. For example, if an employee has created an initial drawing for a client, include Initial Drawing in that list.
  6. When you have finished, click Save.

Check CORE Help Center for details on using custom fields.

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