How to Configure the Project Form Builder in WeekMate TaskHub
How to Configure the Project Form Builder
Overview
The Project Form Builder in WeekMate TaskHub allows you to customize the project creation form to match your organization's requirements. You can add new fields, edit existing fields, remove unnecessary fields, rearrange their order, and mark fields as mandatory to collect the information you need when creating projects.This article explains how to configure the Project Form Builder in WeekMate TaskHub.
Before You Begin
You are logged in to WeekMate TaskHub.
You have permission to manage project settings.
You have access to the Project Form Builder under Settings.
Steps
Log in to WeekMate TaskHub.
Navigate to Settings from the left navigation menu.
Open Project Form Builder.
To add a new field, click Add Field.
Select the required field type.
Enter the field name and configure the required settings.
Mark the field as Mandatory, if required.
Rearrange the field order using drag and drop, if necessary.
To edit an existing field, click Edit and update the required details.
Click Save to apply the changes.
Video Tutorial
Watch the video below to see the complete process of this task in WeekMate TaskHub.
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