With the menu „FORMS & LISTS“ you can create your own created forms as well as lists, and then assign them as a ticket template to the desired project.
NOTE! The field names of the dynamic fields can be changed, the field names of the static fields not! Dynamic fields can be added as often as you like.
ANNOTATION! The „Due date“ field is the only one that has an additional checkbox for “Enable extension”.
NOTE! If, for example, you have not check marked the „Plan position“ attribute for the form you want to use, then an error message will appear when attempting to create a ticket over the plan view.
NOTE! Check also via the included drop-down menu which fields are visible to which roles.
ANNOTATION! These numerous setting options for creating a form simplify the administration of certain processes. For example, if you need to do regular photo documentations, you can create a form specifically for that purpose by naming it f.e. "Form Photo Documentation" and only have the "Media" attribute selected.
In the „FORMS & LISTS“-view, you see all the forms you have created. In each form line, you will see the 3 following icons on the far right:
Click this button if you want to create a similar one to an existing form. As soon as you click on the copy icon, a newly editable form will appear in the last row. Click on the pencil icon to edit it accordingly.
Edit: Click this button if you want to go into the detail settings to make changes. (see also „Create Forms“)
Delete: Click this button if you want to delete the form. As a precautionary measure, a pop-up window appears again in which you have to confirm the deletion process again or cancel it.
To create a list, proceed as follows:
In the account-view, manuals and FAQs are available. If you have any further questions, suggestions for improvement or comments, please contact: [email protected]. Alternatively, click on "Support" in the web platform and send us your request.