2️⃣ Create & Customize Project Fields 🎨

After designing your procurement pipeline by creating stages, now it's time to ensure that each project can track exactly the right information. Head on over to the Project Fields tab to customize the data fields you want to track on each project. 

***Power Users - Each field on your Project Card can be used as a merge field to auto-fill sendable Email Templates to save HOURS of your time 🤯*** Create and add fields that matter for tracking and for communication. 

As of this article, you can create financial, date, drop down, and plain text fields to capture any type of data for your projects: