Attribute help texts (Premium feature)

Attribute help texts provide additional information for attributes in work packages and projects. After setting them up they are displayed when users click on the question mark symbol next to custom fields in projects and work packages. This way you will reduce wrong entries for attributes. This is especially relevant for company specific custom fields.

Overview

Topic Content
Adding Attribute help texts How to add and configure an Attribute help text.
Editing or deleting Attribute help texts How to edit and how to delete an Attribute help text.
Work packages Where will Attribute help texts for work packages be used?
Projects Where will Attribute help texts for projects be used?
WYSIWYG editor Where can Attribute help texts be displayed?

Navigate to -> Administration -> Attribute help texts to set up help texts for attributes and custom fields in work packages and projects. Here you can add, edit and delete Attribute help texts.

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Adding Attribute help texts

To add an Attribute help texts for custom fields click on the green + Attribute help text button.

  1. Choose the attribute you’d like to explain. Custom fields are also displayed here, which may require further explanation.
  2. Add a description. You can add in-line pictures, links or videos, too. This help text description which will be shown in work package or project forms for the users.
  3. Add files, e.g. excerpts from a process manual
  4. Save your changes.

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Be aware that the help text will be visible in all projects.

Once you configured the help text for an attribute, project members can see the explanation. The will see a question mark item next to the attribute.

When the users click on it, they see the description for this attribute.

attribute help text description

Editing or deleting Attribute help texts

Navigate to -> Administration -> Work packages -> Attribute help texts in order to edit or remove an attribute help text.

  1. Click on the name of the attribute to edit an existing attribute help text.
  2. Click on the delete icon to delete an attribute help text.

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Work packages

The Attribute help texts for work packages will be displayed in the details view (as in the screenshot below) and in the full screen view. They will help the users (e.g. the project managers) understand what kind of information to put in which fields.

Sys-admin-attribute-help-texts-open

Projects

The Attribute help texts for projects will be displayed in the Project details widget in the Project overview (as in the first screenshot below) and in the Project settings (as in the second screenshot below).

They will help the users (e.g. the project managers) understand what kind of information to put in which fields.

Attribute help texts project overview

Attribute help texts project information

WYSIWYG editor

The Attribute help texts can also be displayed in the WYSIWYG text editor by using a certain syntax. Find out more here.