Section Customization Settings

Configure how status form sections behave and display information in team updates and reports.

These settings are available to customize the way that content is handled on both the status update form and when displayed on the status form.

• Accomplishments Status Choices - Specifies the choices that are available for the Status field.
• Accomplishments Status Control - Specifies the style of choice entry for the Status field.
• Accomplishments Status Field - Specifies whether the Status field will be used.
• Carry forward - Specifies whether a information from prior status updates should be carried forward to the next status update.
• Checkbox Blank Label - Specify how a blank value should be displayed.
• Checkbox Checked Label - Specify how the checked value should be displayed.
• Checkbox Control - Specify the style of entry for a checkbox value.
• Checkbox Unchecked Label - Specify how the unchecked value should be displayed.
• Color Coding - Add color coding to status values with background fills or border highlights for quick visual status recognition.
• Color Field - Specifies whether a Color field can be used to assign a color to items.
• Column Width - The width of the section when displayed as a column in a status form.
• Default Items - Specifies default number of items to create within the section during a new status update.
• Description - Additional details about the information to be entered on the status update form.
• Help Text - Further details that are available on the status update form.
• Horizontal Alignment - Set left, center, or right alignment for content in status form cells to improve readability and visual organization.
• Icon Field - Specifies whether a Icon field can be used to assign an icon to items.
• Item Color - Specifies the color to use for the item.
• Item Icon - Specifies the icon to use for an item within the section.
• Item Name - Specifies the label to use for an item within the section.
• Max Items - Specifies the maximum number of items that can be entered during a status update.
• Metrics Target Label - The label used for target values.
• Min Items - Specifies the minimum number of items that should be entered during a status update.
• Name - The name for the section that is used as a label on the status update form and the status form.
• Note Field - Specifies whether a Note field can be used to assign a note to items.
• Note Label - Specifies whether an alternate label to use for the Note field.
• Number Choices - Specify the choices that are available for a numeric value.
• Number Color Scale - A color coding scale used to assign color based on a numeric value.
• Number Control - Specify the control that is used for entry of a numeric value.
• Number Currency - Specify the currency to use when formatting the value.
• Number Decimal Places - Specify the number of decimal places to display.
• Number Maximum Label - A label to associate with the maximum value.
• Number Maximum Value - Specify the maximum value for the number.
• Number Minimum Label - A label to associate with the minimum value.
• Number Minimum Value - Specify the minimum value for the number.
• Number Prefix - Content to display before the number.
• Number Style - Format numbers as currency, percentages, or symbols in team status reports for clear metric communication.
• Number Suffix - Content to display after the number.
• Number Symbols - Specify the symbol to repeat when formatting the value.
• Objective Due Field - Specify whether to use a due date for objectives.
• Objective Progress Field - Enable progress percentage tracking for objectives in team status updates and goal management.
• Objective Start Field - Configure whether objectives include start dates in your team's status update forms and goal tracking.
• Objective Status Choices - Specify the choices that are available for the status of an objective.
• Objective Status Control - The data entry control that is used for the status of an objective.
• Objective Status Field - Specify whether to use a status field for objectives.
• Objective Time Period - The default time period duration for an objective.
• Objective Time Period Field - Specify where the time period field should be used.
• Prior Display - Specifies whether a information from prior status updates should be displayed on the status form.
• Prior Field - Specifies whether a information from prior status updates should be displayed on the status update form.
• Role - Limit status update entry to certain kinds of users.
• Text Choices - Create dropdown lists with predefined options for consistent status reporting across your team.
• Text Control - Choose how team members select text values - dropdown menus, radio buttons, or segmented controls for status updates.
• Text Style - Choose between multi-line text or short text formats for status update fields to match your team's input needs.
• Text Suggestions - Specify optional choices that can be used to pick common values.
• Value Label - Specifies the label to use on checkboxes and some other controls.
• Vertical Alignment - Configure how content aligns vertically in status form cells - top, middle, or bottom positioning for optimal display.