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How do I use Findings custom fields?

How to Use Findings Custom Fields

The Findings feature in DealRoom is similar to a RAID log, allowing you to track risks and issues that arise during due diligence. Some of the default fields you can track are status, severity, likelihood, and mitigation plan. But now with custom fields, you can track additional information that is completely customizable to your workflows! What's even better, these can be neatly exported out of DealRoom for offline saving and sharing.

Note: Please reach out to a CSM or our support team to enable access.

Let's dive into creating custom fields for Findings!

Creating Custom Fields:

Navigate to the Settings tab in the left menu.
Click Custom Fields from the top menu.
Select the Findings tab.

To add a new field, click the Add field button.
Enter the field name and select a type.
Once finished, click Create.
To edit existing fields, hover over the field and click the edit button on the right side.

Once you've created custom fields, you'll find them as columns in the Findings tab.

Custom Fields Ideas

Departments affected

If you have any questions about this feature, feel free to reach out to our support team.

Relevant Articles:

How do I use findings?
Best Practices for Findings (RAID Log)

Updated on: 26/06/2024

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