A workspace is intended for storing work items. Those work items are characterized by a set of attributes, also called ‘fields’.
There are several built-in fields for any item, configuration of which you cannot change: name, start and end dates, compete %.
You can add custom fields to store information in a structure suitable for your unique needs.
When you create a workspace from the ‘Basic new workspace’ template, several custom fields are created automatically: Priority, Project manager, Project scope, Team.
To add a custom field, navigate to the workspace and press Fields.
Enter a field name (internal name, cannot contain spaces), caption (as it will be named on item forms), and field type.
Portfoleon supports the following field types: text, number, date, list, tags, rich text, and user.
To finalize adding of the new custom field, press + to the right.
For fields of the types List and Tag you need to define a set of possible values. Press icon.