How to Create a Custom Module and Configure It for Your System

In this article, you will learn how to create your custom module and how you can edit it.

Creating a custom module and its configuration

1. You can create your custom module directly on the system Homepage by a) clicking on the + icon and b) selecting “add module” under actions.

PS: You can also create a custom module in another way: Learn more about it in our modules category.

2. Here, select the menu you want to assign this module to, and from the Item type” menu select Custom module and in the box below select “Create the custom module”. If you want you can assign a “parent folder” to the module.

3. In this window choose the name of the module, select its icon and color, and assign the module to the appropriate menu.

4. After creation you are in the system settings – in the custom modules section. Here you can create a space – simply click on create a space.

5. Name your space and click on “Create”.

6. Now you can go to system settings and select the tab – Custom Modules – Basic settings.

7. Here you can see your custom modules and you can create and add shared labels and statuses. You can also edit or delete your module in this section.

8. Congratulations! You have just created your Custom module, created a space in it, and learned the basic information. If you want to learn more about setting up modules – try the article on Custom Fields or Shared Labels and Statuses.