celoxisppm

Welcome to Celoxis Learning! In this video, we’ll show you how to reorder custom fields in Celoxis, enabling you to control their sequence in forms and overview screens efficiently. Whether you’re managing projects or customizing reports, learning how to reorder custom fields can help you organize data according to your specific needs. What You’ll Learn: - Accessing the Admin Panel: Navigate to the admin settings by clicking on the profile icon at the top right corner and selecting the “Admin” option. - Finding Custom Fields: Access the “Custom Fields” section under account management to view and manage your custom fields. - Reordering Custom Fields: Learn how to use the “Reorder” button to drag and drop fields to rearrange them. We demonstrate how to reorder fields like “Severity” and “Probability” into new positions effortlessly. This tutorial provides a simple, step-by-step approach to reordering custom fields, allowing you to customize your Celoxis setup to fit your workflow and enhance user experience. For more info visit: www.celoxis.com Mail us at: support@celoxis.com Book A Demo: https://www.celoxis.com/demo Book A Free Trial: https://www.celoxis.com/trial For others: Mail us at: info@celoxis.com or sales@celoxis.com Refer to our knowledge base for more details - https://www.celoxis.com/kb/latest/admin/concepts/custom-fields#reorder #CustomFields #ProjectManagement #FieldReordering #WorkflowManagement #PMOTools #ProjectManagementSoftware #PPMSoftware