Organization Metadata Fields

In this article, you'll learn how to create metadata fields for your organization. You can reuse these fields in templates within your organization and in your projects.

Written By Rico van der Stelt

1. Create a new field

  1. In your organization, go to Metadata in the left-hand menu.

  2. Select "New Metadata Template."

  3. Click New Metadata Field.

  4. Select the field type:

    • Date

    • Number

    • Boolean

    • Yes/No

    • Status (in progress, to be completed, or completed)

    • Text

  5. Click Save.

2. Edit Metadata Field

  1. In your organization, go to Metadata in the left-hand menu.

  2. Select the field you want to edit.

  3. Update the desired information.

  4. Click Save.

3. Delete a metadata field

  1. In your organization, go to "Metadata" in the left-hand menu.

  2. Select the field you want to delete.