You can create customized pipeline-specific forms to collect project-related data during the different stages of the project lifecycle. You can add multiple forms which may include different types of mandatory or non-mandatory fields (i.e. text, date, multiple choice etc.).
It is also possible to create general extra fields to projects, that are not pipeline-specific, read more in project settings article.
Permissions: Admin (creating the forms), Projects (filling in the forms)
PSA plans: Enterprise, Enterprise+
Creating forms
The forms can be created by an admin user in Settings > Feature settings > Pipeline settings.
Filling in the forms
Users can fill in their projects' forms on:
-
the project card, from Custom properties or Forms, or
- the project list, directly to the project row fields.