Creating Custom Fields in Drum Account
This SOP outlines the steps to create and attach custom fields to projects or opportunities in your Drum account.
Key Steps
1. Access Settings 0:17
Click on your profile icon.
Select 'Settings' from the dropdown menu.
Scroll down in the left-hand column to find 'Custom Fields'.
2. Create a New Custom Field 0:33
Click on 'Custom Fields'.
Click on 'Create Custom Field'.
Choose a field type (e.g., Long Text).
Enter a field name (e.g., 'Contract Requirements').
Click 'Save Custom Field'.
3. Add Helper Text (Optional) 0:55
Optionally, add helper text or a placeholder to assist users in filling out the field correctly.
4. Create Additional Custom Fields 1:23
Repeat the process to create another custom field (e.g., a link for 'Contract Document').
Ensure the link is to a web-based file (e.g., SharePoint, Dropbox, Google Drive).
5. Attach Custom Fields to Project Templates 1:43
Navigate to 'Templates'.
Click on 'Project Templates'.
Select the template you want to modify (e.g., 'Baseline Templates').
Scroll down to add custom fields.
6. Add Custom Fields to the Templates
Select the custom fields you created (e.g., 'Contract Document' and 'Contract Requirements').
Confirm that they are added to the project template.
7. Sync Custom Fields to Active Projects 3:13
If needed, go back to 'Settings'.
Click on 'Sync to Active Projects' to apply changes to existing projects.
Confirm the sync process.
8. Verify Custom Fields in Projects 3:48
Go to a specific project (e.g., 'Willow Oaks').
Check that the custom fields are now visible and populated.
9. Input Data into Custom Fields 4:02
For the 'Contract Document', paste the link (e.g., 'google.com').
For 'Contract Requirements', enter the necessary long text.
Cautionary Notes
Ensure that the field names are clear and descriptive to avoid confusion.
Double-check that the correct templates are selected when adding custom fields.
Tips for Efficiency
Use consistent naming conventions for custom fields to maintain organization.
Regularly review and update custom fields as project requirements change.