Reorder multiple custom forms attached to an object

  1. Go to the object where you want to change the order of the added custom forms, ,then start to edit the object.

    Example: For example, to manage the custom forms of a project, go to the project, click the More menu , then click Edit .

  2. In the Custom Forms section for projects, tasks, and issues, click the icon next to the name of a custom form. For all other objects, click Manage Forms. This option displays only if at least one custom form is attached to the object.

  3. Drag a form to a new location in the list.

  4. For projects, tasks, and issues custom forms, click Save.

    For all other objects, click I’m done managingSave Changes.

Remove a custom form from an object

IMPORTANT
When you remove a custom form from an object, all the information captured in the custom fields of the form is lost and cannot be recovered.
  1. Go to the object where you want to remove the custom form and start editing the object.

    For example, go to a project, click the More menu , then click Edit .

  2. Click Custom Forms.

  3. For projects, tasks, and issues custom forms, click the X  icon to the right of a form to remove it from the object.

    For all other objects, click Manage Forms, then click the X icon to the right of a form to remove it from the object.

  4. Click Save .