Custom Field templates allow you to create a template of custom fields that you will use for new opportunities. This will allow you to create a set of custom fields that you can add to provide more information to your talent when they respond to a job opening or work on a task. 

To add fields to every job opening, task or invoice automatically, use Settings > Custom fields instead.

TABLE OF CONTENTS

Information provided in custom field templates will remain in the opportunity throughout its lifecycle so that you can review the information provided for future opportunities!

Creating custom field templates

  1. Click on Settings (gear icon) on the lower-left side
  2. Under Templates, click Field groups. The Custom field templates page opens.
  3. Click on Create new template
  4. Provide a name for the template
  5. Add custom items based on your needs by clicking on the item you want to add.
  6. Set whether each field is Mandatory, Visible to your talent and Editable by your talent
  7. Click Save template

Using custom field templates in opportunities

  1. Add a new opportunity (job opening or request)
  2. Enter the needed information (title, etc.)
  3. Clicking in the field "Custom fields" will bring up previously created templates.
  4. Select your template
  5. Once all information has been entered, click Save.

If you are creating a job opening, you have two opportunities to add a custom field template - within the opening and within an optional associated task.

Using custom field templates in tasks

  1. Select the desired project
  2. Click Add Task
  3. Provide all the needed information
  4. Open the Custom fields section and search for your template
  5. Select your template
  6. Enter all the information needed, then click on Create task when done

Support/Resources

Still have questions about custom field templates? Click Support in the bottom-left corner of Worksuite to contact our Support team, or email support@worksuite.com. Including a link to the page you're on and a screenshot helps us answer faster.