Customizable Project Metadata

Egnyte offers the ability to configure custom project metadata for projects. These custom project metadata fields can be filled while creating a new project or updated later from the project settings. The custom project metadata fields appear in the Project Center and the Project Dashboard. 

This helps teams capture consistent project details in one place and makes it easier to search, filter, sort, and review projects based on specific metadata.

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Steps to Configure Custom Project Metadata

Entering Custom Metadata Values

Custom Metadata Values for Project Status

Remove Custom Metadata Tags

 

Steps to Configure Custom Project Metadata

1. Navigate to Settings -> Metadata Tags -> Configuration in the Web UI.
    
2. Expand Project Tags.
    
3. Any of the custom tags already added will be listed. Click on Edit to add, remove or update the custom tags.
   
4. Click on Add another property button at the top or the option in Properties in this section. 
   
   
5. Enter the values for the custom metadata:
   Property name: Name of the custom metadata
   Description: Optional description for the property
   Type: Select the type as Integer, Decimal, String, Labels (multi-string), Date, Dropdown with single-select, or Dropdown with multi-select.
   
6. Click on Save changes.
   

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Entering Custom Metadata Values

Custom metadata fields will be available during project creation and settings. The example below displays the Project Manager and Project Region custom fields during project creation and project settings.

During Project Creation

From Project Settings

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Custom Metadata Values for Project Status

1. Users can add or remove custom values to the Project Status field. To do this:
   1. Follow steps 1 to 3 in the Steps to Configure Custom Project Metadata section. 
   2. Then Click on x to remove any of the custom options. 
   3. Click on Add another value to add a single value for the project status. Similarly, click on Add multiple values and mention the options in a comma separated manner to add multiple options to the list and click on Apply.
      
      
2. Click on Save changes.
   
   Custom fields will be displayed in the Project status field.
   

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Remove Custom Metadata Tags

1. Navigate to Settings -> Metadata Tags -> Configuration in the Web UI.
    
2. Expand Project Tags.
    
3. Any of the custom tags already added will be listed. Click on Edit to remove the custom tag(s).
   
4. Click on the remove icon to remove any of the fields.
   
5. Click on Remove property in the confirmation pop-up.
   
   The selected property will be removed from the project metadata. 

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