Customize Fields and Display Content

QuickPlanX allows you to customize projects for your business needs by choosing which data your project should manage. You can specify task field visibility in the Table View and Inspector, and customize display content in the Gantt Chart, Tree, and Column Views.

Fields

Determine what type of information your project will manage. Select from a variety of field types to include the data fields relevant to your business needs and requirements.

There is no universal standard for the information to be managed in a project. Your requirements may differ from others, or you may have varying data needs for different projects you create. QuickPlanX has been designed to accommodate your specific situation rather than limiting you to fixed information fields. You can choose from a wide range of different data field types and configure each field to change its display title, determine its input limitations, and more. See the details

Field Visibility

You can select which fields will be used in the project and made visible in the table view and inspector. See the details

Field Display Title

You can customize the display title of the fields. See the details

Field Display Order

You can change the display order of the fields in the list and inspector. See the details

Display Content

Task Display in the Gantt Chart

You can choose which fields should be visible within the tasks on the Gantt chart. See the details

Task Display in the Tree View

You can choose which fields should be visible within the tasks on the tree view. See the details

Task Display in the Column View

In addition to the name field, you can choose an additional field to be displayed within the tasks in the column view. See the details

Customization Access

• To configure the current project, tap the ··· button on the toolbar (or the project name on the toolbar on iPad and Mac) and select Project Settings.

  

• On Mac, you can also use the shortcut ⌘. to open the project configuration.