To edit or add information into an existing custom field on a project, follow these steps!
On an Individual Project's Profile
Navigate to the project profile that you want to edit.
Scroll down to the custom fields section of the profile and click the field you're wanting to edit.
Once in the edit screen, you can click on a specific field to either change the text value or the dropdown value.
On a Series
If the project is part of a recurring series, you can edit custom field values at the series level so the update carries forward across the series rather than needing to be re-entered on each individual project.
Navigate to the series, scroll down to the custom fields section, and click into the field to edit. Update the field values the same way you would on an individual project profile.
Directly on the Projects Table
The projects table features inline editing in multiple of the column categories so you can edit information directly on the projects table instead of clicking into a profile or series to edit. These editable columns include:
project name
project assignee
priority
status
any custom field
