Create custom project details fields in your company settings so everything you track is relevant to your needs. These fields allow you to record and review the specific information you need, and apply it to other elements of HoneyBook, like contracts.
📣 Note
Custom project details are not retroactively added to projects. When you add custom project details, they'll only appear on projects you create from that point forward.
Create custom project detail fields
While your account will have a few mandatory default fields (like project name, type, and date), you have the flexibility to add additional fields as needed to collect the necessary information for your business.
📣 Note
Only account owners, super admins, and admins can create and edit custom project details fields. Other team members can edit the field information for a specific project, but they cannot customize the fields themselves.
From the top nav menu, select your profile photo > select Company Settings
Select the Preferences tab
Next to Project Details, select Edit
Add custom project details by selecting + Add
Rename the custom project detail by selecting its name > entering the new name
Custom fields can only be in short text format
When you're done adding fields, select Save
Delete custom project detail fields
When you're looking at your custom project detail fields, hover over the one you want to delete > select the trash can icon. If you accidentally delete a custom project detail field, select Cancel.
Use custom project details in files
With your new project details in place, you can now use these fields to enhance your contracts, as adding custom fields in your company settings will automatically add those fields to your contract smart fields list as well.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!