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Adding fields

To add additional fields to a process or task, click Add field. You will see the Add field drop-down list in which you can select the field type. Among the available options you will see a special section Lists. Lists are a separate data type similar to a directory. For example, there can be a list of clients, office supplies, etc. It is preferable to create lists in advance; they will be available throughout the organization to every employee.

Besides lists, you can add additional fields of the following types: Text, Number, Date and time, Yes or No, Employee, Selection. Each field can be given a name—for example, Residual budget for purchases. Your colleague will be able to use this field to record the amount when a process is started or a task is executed.