Configure External Project View Details (Cloud Coach Professional)


To customize the External Project View details,  go to Setup → Project → Edit Site Field Set

ADD TASK OVERLAY


 

1. Project → Edit Site Field Set

Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard coded into the page which means they cannot be changed.

2. Once the Field Set is open, fields can be added or removed by dragging and dropping from the panel above. The field order is the same that will display on the External Project View Details

  

3. To make a field required: Select the tool icon → Check the box labelled “Required” → Click OK.

4. Click Save


Next Steps:
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