docu tools offers you the flexibility to customize your Projects according to your preferences. You can create Categories, use specific Report templates, and customize Fields to enable seamless work.

Please note that only the Project administrator or users with Edit rights can make changes to the Project settings.

To access the Project settings, Click on the Function button with the gear icon in the Projects list for the relevant Project or find it in the menu at the top right in the Plan list view.

In the Project settings window, you will find six editable sections:

For each Project, you can specifically create your Fields under the "Pin Design" tab and assign them to all or only the desired Pin categories. This allows you to customize docu tools to your personal workflow (e.g., different checklists per Pin category) and only display the relevant Fields in your Pins.

Using drag & drop, you can determine the order in which the Fields should be displayed in the Pin. You can also deactivate Fields: associated data in already created Pins will no longer be displayed in the Pin but will remain stored in case you want to access it again.

You have numerous options to output the Title and the value of your Field in reports. For this purpose, each Field has its own placeholder info in the upper right corner of the Field properties view under {​{}​}. From this display, you can Copy the placeholders to the clipboard and then directly insert them into your Report template. This significantly reduces the source of errors "typos" when creating reports.

All your settings can also be saved in the Templates. This way, you have the same Pin Designs available when you Copy your Project and apply the settings.

To learn more about using Pin Fields in your Projects, you can watch our live demo on Youtube.

Each Project has three predefined Categories: General, Defect, and Inspection. However, we are aware of the individuality of each Project, which is why we provide you with a selection of 15 colors to assemble your ideal set of Categories. You have the option to set the default Category and change the order in which the Categories are displayed in the Pin details simply by drag & drop. If you deactivate a Category, you have the option to retain it for existing Pins or assign the Pins to another Category.

In this section, you have the option to customize the available Report templates for the respective Project. All globally marked Report templates are automatically included in every Project and cannot be removed from this specific view. To add further Templates, simply use the dropdown Field to search and select them. By Clicking on Add Template, you will see all your own created Templates and can select the appropriate ones. (Haven't created your own Report templates yet? Follow this guide to create your own Report templates.)

Remember to save all changes before you Leave the Project settings to ensure that your changes are applied.