Dynamic Content

Custom Fields

Variables

Implementations

Important

When adding dynamic content, you need to make sure you are copying the names exactly including any punctuation, spaces, and capital letters/numbers

Custom Fields

You can add revenue or usage data to each project pulled from other systems, then surface these in our reporting so that CoordinateHQ remains the single source‑of‑truth on your customer projects

Note: this is best used with templates so you can quickly generate these info areas. All you will have to do is edit the areas inside of each project info modal to display the unique info generated from the templates.

Navigate to Settings > Custom Fields

If you have the same type of unique info you need to add to every project, this is the feature for you.

Some examples: 

• link to a google drive unique to every account
• unique URL link for a sample website
• link to unique invoices
• address

You can add 4 types of custom fields

The most common to use is Text String - if you need to add a link, this is the one to use.

How to use

Note: these are just samples, you can name yours any name you like, just make sure you copy it exactly as you have written it in the Custom Fields settings page

Text String:

{{Google Drive Link}}

Checkbox:

use this if you need to answer a yes/no question on the account for your customers

{{checkbox}}

Dollars:

use this if you need to display a dollar value in your account

{{account price}}

In your summary, if you add the links properly, and then edit your project info modal to reflect the proper unique links and info for that project, anywhere you add those custom fields will show the new info

Tagged Task/Goal Date:

use this if you would like to sort or showcase projects in the project list based on tasks or goals you have tagged across your projects. Make sure to have a due date.

{{tagged task and goal}}

You will be able to sort this in the project list

Make sure to select the variable in the settings area on the Project List

Variables

{{field_name}}

We have a set of variables you can use to apply dynamic content 

Available Built-In Variables

{{project_status}}
{{start_date}}
{{end_date}}

project_status - will display the current set project status of the project

start_date will set your selected start date from the project info modal in the Capacity Planning section

end_date will set your selected end date from the project info modal in the Capacity Planning section

Inside of the info modal, these are the spots to edit so that your variables will show up:

Action Links

You can insert forms in other places on your projects other than the designated Action Links area. These can be used in custom pages as well as global pages.

{{ActionLink:form_name}}

Important

This code only works if you enable Action Links on your forms

For a detailed guide, please read the article on Action Links

Implementations

Key Highlights:

1. Automatic Updates: Fields in summaries can automatically update based on project changes.
2. Custom Fields: You can include custom fields that you’ve created, or system fields like Project Status, Start Date, and End Date.
3. Real-Time Synchronization: When the project attributes change, for example on the Project List, the changes are immediately reflected in the summary.
4. Easy Implementation: Use specific variables in the summary to represent project details. For example:
   • {{project_status}} for Project Status
   • {{start_date}} and {{end_date}} for Start and End Dates
   • {{Address}} for a Custom Field named Address (you can replace this with whatever the names of your Custom Fields are.)