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Manage summary sheet information

Manage summary sheet information

How to optimize project tracking by displaying only the relevant information on each summary sheet?

Updated yesterday

This feature is reserved for administrators.

Custom fields allow you to track key contract data. However, not all fields are relevant for every contract type.

Example: Fields such as "Warranty Duration" or "Liability Cap" are essential for supplier or client contracts but not relevant for HR contracts.

Tomorro allows you to customize the field display based on the contract template, helping you focus on what really matters.

Customize the summary sheet

Access the Relevant Template

  • Open the "Template" tab in Tomorro to choose the template you want to edit.

    • You can also access it directly from a project.

Manage field display

  • Go to the "Summary Sheet" tab (in the right-hand panel).

  • Check the boxes for the fields you want to display.

  • Unchecked fields will remain in the "Hidden Fields" section.

  • To make a field visible:

    • Click the eye icon or the three dots, then choose "Display" > "Always".

Some fields can be made optionally visible. A specific icon will indicate this.

Reorder the fields

  • Hover over a field to display the six-dot handle on the left.

  • Drag and drop the field to reposition it based on your priorities.

Create a smart field

  • Click on "Create a smart field" in the summary sheet settings.

  • Fill in the required information and click "Save this Field".

  • The new field will appear under "Hidden Fields" — simply check the box to display it in the sheet.

Edit the summary sheet from a Project

You can also edit the summary sheet directly from within a project:

  • Click the settings icon on the right side of the sheet.

Any changes made here will be applied to the template and automatically carried over to all future projects created from it.

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