Configuring the Side Panel

To customize the Project Task Side Panel,  go to Setup → Project Task → Side Panel Field Set

Project Task Side Panel


1. Project Task → Edit Side Panel 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 Timelines and My Assignments side panel → Details Tab

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

4. Click Save

Next Steps:
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Read Article – Configuring the Cross Project Gantt

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