Overview

Color coding is used to help distinguish between individual items in certain groups of Birdview PSA entities by giving each of them a different color. This allows two birds to be killed by one stone: it livens up the GUI by making the Activity center more colorful and pleasing to the eye, and, on the other hand, making it easier to tell project and activity attributes and tags apart.

The color-coded items include statuses and certain types of custom fields (list and multi-select).

Status color coding

Any status defined in a workflow (see Company settings - workflows) can be color-coded. To edit the color coding of a status, the following steps need to be taken:

1. Make sure you have the "Manage system settings" permission in your role.
2. Click through Your profile > Company settings > Workflows.
3. Select the workflow you want to edit.
4. Click the color editor next to the status.
5. Select a new color for the status.
6. The selected color is applied immediately.

Custom field color coding

List and multi-select custom fields can be color-coded. To edit the color coding of a custom field, the following steps need to be taken:

1. Make sure you have the "Manage system settings" permission in your role.
2. Click through Your profile > Company settings > Custom field.
3. Select the custom field you want to edit.
4. Click the color editor next to the value of a field.
5. Select a new color for the value.
6. The selected color is applied immediately.