Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Easy domain registration, transfer, and secured DNS management.

Try now
New

Payroll software with automated tax payments and filing.

Try now
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Unified payment solution built for all businesses.

Try now
New

Comprehensive email security and archiving for every business.

Try now
Suites

Cloud-based qualitative data analysis tool.

Try now
New

Online community platform for individuals and businesses to grow their network and brand.

Try now
New

Modern retail POS to sell better, manage your entire business, and join the digital revolution.

Try now
SuitesNew

Unified project management platform for intelligent, data-driven work.

Try now
Suites

Unified platform for customer service and support teams.

Try now

Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Complete loyalty and affiliate management platform.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
Survey

Design surveys to reach and interact with your audience.

Survey
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Sites

Online website builder with extensive customisation options.

Sites
Backstage

End-to-end event management software.

Backstage
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
Webinar

Webinar platform for webcasting online webinars.

Webinar
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
Domains

Easy domain registration, transfer, and secured DNS management.

Domains
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Complete loyalty and affiliate management platform.

Thrive
Publish

Manage all your local business listings on a single platform.

Publish
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
Voice

Cloud Contact Center Software for businesses.

Voice
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Inventory

Powerful stock management and inventory control software.

Inventory
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Solo

The all-in-one toolkit for solopreneurs.

Solo
NEW
Payments

Unified payment solution built for all businesses.

Payments
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Voice

Cloud Contact Center Software for businesses.

Voice
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Notebook

Beautiful home for all your notes.

Notebook
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Learn

Knowledge and learning management platform.

Learn
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Show

Create, edit, and share slides with a sleek presentation app.

Show
Tables

Work management tool to connect people, processes, and information.

Tables
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

Expense

Effortless expense reporting platform.

Expense
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
People

Organize, automate, and simplify your HR processes.

People
Sign

Digital signature app for businesses.

Sign
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

Build custom apps to simplify business processes.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
Lens

Interactive remote assistance software with augmented reality.

Lens
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Solo

The all-in-one toolkit for solopreneurs.

Solo
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

Build custom apps to simplify business processes.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Tables

Work management tool to connect people, processes, and information.

Tables
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Skip to main content

Layouts and Custom Fields Tutorial

This tutorial will help you create layouts and fields and customize your project and task forms to meet your needs.

Learning Objectives

To learn how to

  1. Create custom fields
  2. Design layouts for projects and tasks
  3. Edit layouts for projects and tasks

Layout

Feature Introduction

Layouts let you design and task forms based on your requirements.

Prerequisites

Enterprise users will be able to create and edit layouts, and users of all plans (Free, Express, Premium, and Enterprise) will be able to access the Layouts section and edit the Standard Layout.

Projects

You can create a new project layout page or edit an existing layout.

  1. Go to Layouts and Fields and select Projects.
  2. Click the Create Layout button in the top-right corner.
  3. Select the layout from which you'd like to clone.
  4. Enter a name for the layout and select the profiles that will have access to the layout.
  5. Click Create when you're done.
  6. You will now be able to add new sections and fields from New Fields.

The following fields will be listed on the left-hand side of the page:

Single-Line TextAdd only a single line of text in this field
Multi-line TextAdd multiple lines of texts in this field
Pick ListDisplay multiple options in this field and users can choose any value from this field
User Pick ListDisplay a list of users who have been added to this pick list portal
DateYou can display a date in this field
NumberAdd numerical values in this field
DecimalAdd numerical values with decimal points in this field
EmailAdd email addresses to this field
PhoneAdd contact numbers to this field
URLAdd a URL to this field
  1. Drag and drop the fields to the layout.
  2. Enter a name for the field, choose Information, set who will have access, and optionally add a default value or mark it as mandatory.
  3. Click Add to Layout once you're done.
  4. To add a new section, drag and drop +Add Section to the layout.
  5. Add fields to the new section from the New Fields or  Available Fields section.
  6. Click Save Layout when you're done.

You can click the + icon beside each layout to edit the layout permissions. To delete a layout, click the bin icon next to the + icon.

Note: You cannot add custom fields to default sections for project layouts.

Tasks

You can also create a new task page by cloning it from a template or editing an existing template.

To create a new task page,

  1. Go to Layout and Fields and select Tasks.
  2. Click Create Layout button in the top-right corner.
  3. Choose the layout you want to clone, enter a name for your layout, and click the Create button.
  4. You will now be able to add sections and fields from New Fields to your layout.

The following fields will be listed on the left,

Single-Line TextAdd a single line of text in this field
Multi-line TextAdd multiple lines of texts in this field
Pick ListDisplay multiple options in this field and users can choose any value from the list
User Pick ListDisplay a list of users who have been added to this pick list portal
DateYou can display a date in this field
NumberAdd numerical values in this field
DecimalAdd numerical values with decimal points in this field
  1. Drag and drop the fields to the layout.
  2. Enter a name for the field, choose the Field Information, set who will have access, and optionally add a default value or mark it as mandatory.
  3. Click Add to Layout once you're done.
  4. To add a new section, drag and drop +Add Section to the task layout.
  5. Add fields to the new section from the New Fields or Available Fields section.
  6. Click Save Layout when you're done.

You can associate layouts with projects from the Layouts page by clicking the + icon and tap the Fields section to see the additional fields added to the layout.

Custom Fields

Feature Introduction

Add custom fields to your layouts to display customized information in your projects and tasks.

Description of the Feature

Let's take a deeper look at the

To add a custom field,

  1. Navigate to Setup > Layouts and Fields.
  2. SelectProjects/Tasks.
  3. Click an existing layout.

The following fields will be displayed under the New Fields column.

Single-Line TextAdd a single line of text in this field
Multi-line TextAdd multiple lines of texts in this field
Pick ListDisplay multiple options in this field and users can choose any value from the list
User Pick ListDisplay a list of users who have been added to this pick list portal
DateYou can display a date in this field
NumberAdd numerical values in this field
DecimalAdd numerical values with decimal points in this field
  1. Drag and drop the required fields to the layout.
  2. Enter a name to your field, select the users to give access to, and enter the required values.
  3. Check the Mandatory Field option to make it mandatory for the user to fill in the custom field.
  4. Click Add to Layout when you're done.

To add a new section with new fields, drag and drop +Add Section to the layout.

Scenarios for Layouts and Custom Fields

Here are two examples of scenarios where layouts and custom fields come into play.

Layouts

Helen owns a mobile manufacturing unit. Every time a mobile goes to the manufacturing process, she creates a project to record the work done. Different mobiles will be delivered by different delivery personnel. She decides to capture the delivery details so that if there's any defect during the delivery, it will be easy to pull out the concern person's records.

To do this:

  1. Go to Setup > Layouts and Fields > Projects.
  2. Click Create Layout.
  3. Select the layout to clone.
  4. Enter "Mobile Manufacturing and Delivery" as the layout name.
  5. Choose the roles to have access to the layout and click Create.

In the following page,

  1. Drag and drop the +Add Section the layout.
  2. Click Untitled Section on top of the section and type "Delivery Details"as the name of the section.
  3. Drag and drop the User Pick List to the space.
  4. Enter the field name as "Delivery Personnel".
  5. Choose the employee who will be delivering the order from the Users field.
  6. Check the Mandatory Field box and then click Add to Layout.

  1. Drag and drop Pick List to the space.
  2. Enter the field name as "Color".
  3. Add "Black" to the Pick List Values and click Add Value.
  4. Add "Blue" and "Red" to the list in the same way.
  5. Check Mandatory Field and click Add to Layout.

  1. Drag and drop the Phone field to the layout.
  2. Enter the name as "Contact Number".
  3. Choose the Field Information.
  4. Check Mandatory Field and click Add to Layout.

  1. Drag and drop the Date field.
  2. Enter the field name as "Delivery Date".
  3. Check Mandatory Field and click Add to Layout.
  4. Click Save Layout.

Go to the Projects section and click the New Project button in the top-right corner. You will see see a Layout option in the top-right corner. Choose Mobile Manufacturing and Delivery. The changes made to the layout will be updated on the creation page.

Custom Fields

Peter owns a project development business and takes on a certain number of projects every week. Each project will be delivered to the client in person and the fuel cost will be reimbursed by the client. He wants his employees to track how far they travel to each client, so he creates a custom field to store the odometer reading.

In this case,

  1. Click the Setup icon on the top-right corner and select Customization.
  2. Go to Tasks under Layouts and Fields.
  3. Click the layout to you want to add the custom field to.
  4. Drag and drop the Decimal field to the layout.
  5. Enter the field name as "Odometer Reading".
  6. Choose the Field Information and select the users to give access to this custom field.
  7. Click Apply changes and then Save Layout on the next screen.