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Manage custom properties

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Learn how to create and manage your properties and then how to classify them

Prerequisites

Create an employee
Create equipment

Create a property

  • Navigate to the page for the resource you want to edit, for example, “Employees”
  • Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start creating
  • On the right side of the dialog (the resource edit page), click “Add Property”
  • Enter the property name and click “Confirm”

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Create an attribute

Attributes are one of the possible values of a property. You can create as many attributes as you want for a property for simple cases like “Yes” and “No” or for more complex cases.

  • Navigate to the page for the resource you want to edit, for example, “Employees”
  • Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start creating
  • In the right part of the dialog (the resource modification page), click in a field to the right of a property
  • Enter your attribute name and click “Create [your attribute name]”

Edit or delete a property

  • Navigate to the page for the resource you want to edit, for example, “Employees”
  • Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start editing
  • In the right section, click on the small pencil in front of the name of the property you want to change or remove
  • Change the name and click “Confirm” to change
  • Or click “Delete” to remove the property

Edit or delete an attribute

  • Navigate to the page for the resource you want to edit, for example, “Employees”
  • Click on the “Pencil” button at the end of the right of the resource you want to adjust or on the first resource on the page to start editing
  • In the right section, click on a field to the right of the property that contains the attribute you want to change or remove
  • In the menu, click on the 3 small dots (...) to the right of the attribute you want to modify or delete
  • Change the name and click “Confirm” to change
  • Or click “Delete” to remove

Note that you can do the same for all the properties of your employees, your equipment, your documents as well as the tasks and sub-tasks of your projects.

Congratulations! Your ranking is becoming more and more effective using Civalgo!

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Create an employee
following
Create a project