Custom Field templates allow you to create a template that you will be able to use for new requests and tasks. This will allow you to create a set of custom fields that you can add to provide more information for your external talents when they submit a proposal, respond from your request or accept a task. 

You can find, add, edit and remove your custom field templates by clicking on the dropdown menu beside your name and navigate to Templates > Custom Field Templates.

Create a new template by clicking on the Create New Template button

  1. Provide a name for the template
  2. Add custom items based on your needs by clicking on the item you want to add
  3. Set whether your field is Mandatory and visible to your external talent
  4. Click on Save Template once done

How to use Request templates in a request

  1. Add a new request
  2. Select your type of request
  3. Enter the needed information
  4. Click on Request custom fields
  5. Select your request template
  6. Once all information has been entered, click Save Request

Learn how to create a request here.

How to use custom field templates in a task

  1. Select the desired project
  2. Click on the Add new task button
  3. Provide all the needed information
  4. Click on Custom Fields Template
  5. Select your template
  6. Enter all the information needed then click on Create task when done

Check out this article to learn how to create a task.

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