Creating an Attribute

To create a new attribute, follow these steps:

  1. In Uptempo, click Activities.

  2. In the Activities section, click Settings.

  3. In the ActivityClosed Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. Configuration page that appears, the Attribute Definitions section should be displayed by default. If not, click AttributesClosed Specific properties are assigned to activities, investments, or other system elements. These can include dates, text, drop-down options, or numeric values. They help categorize, describe, and analyze marketing efforts and can be customized to meet an organization's unique needs and reporting requirements. > Attribute Definitions in the navigation menu.

  4. Click Add New, then select the attribute type you want to create from the list. A new attribute with the name "New Field" appears in the list, and the Attribute Details panel for the new attribute is displayed:

  5. Use the Attribute Details section to configure the new attribute. For all attribute types, you can configure the following settings:

    • Enter a name for the attribute in the Name field (by default, the attribute will be created with the name "New Field").

    • Optional: Enter a brief description or instructions into the Help Text field to help users understand and use the attribute as intended.

      Note: The text you configure here is shown when users hover on the info icon ⓘ that appears by the attribute's name when creating or editing an activity.

    • For some attribute types, such as Drop-down list and Multi-select list, there are additional setting that you need to configure. For instructions, see Configuring Attributes.

  6. Your changes will be saved automatically.

  7. When you are finished, you can exit the Activity Configuration page by navigating to any other section in Uptempo.

You have successfully created an attribute. To use the new attribute with your activities, you can now add it to individual activity types directly, or to multiple activity types at once through activity type groups.