Managing project metadata fields

Note

You must be a company admin or project admin to manage project metadata fields.

Use metadata fields to capture additional information on assets. For example, you may have a Priority metadata field with Low, Medium, and High values. Metadata field values can be used as search criteria when searching for assets.

Metadata fields are displayed on the Asset details tab when viewing an asset. Users can change the field values. See Adding and editing asset metadata.

You manage asset metadata fields at the company level. Any fields added at the company level that are not hidden are available in all assets and all projects in the company. In each project, the project admin can decide which metadata fields to show or hide. Any changes to metadata fields at the company level affect all projects in the company.

  1. Open the project.

  2. Click Project settings in the left pane.

    The Project settings pane opens.

  3. Click Metadata fields.

  4. To show or hide a field in assets in the project, toggle Show field. Hidden fields are not displayed in assets or included in search results.

  5. To edit the metadata fields at the company level, click Edit fields. See Managing company metadata fields. You must be a company admin to edit metadata fields.

  6. Click X to close the project settings.