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Custom fields

Add project-specific information to cards: customer name, quote amount, page type, approval status, etc. Fields are filled, sorted, and filtered as columns in the card window and Table view.

  • Defining fields: project administrator
  • Filling fields: project administrators and members

What are custom fields?

Add project-specific information to cards: customer name, quote amount, page type, approval status, etc. Who can do what: Defining fields: project administrator; Filling fields: project administrators and members. Values are saved immediately and updated on team screens; changes can be undone with Ctrl+Z. Fields are filled, sorted, and filtered as columns in the card window and Table view.

Defining fields

  1. Open the Settings tab in the project and click Add field in the Custom fields section.

  2. Give the field a name and choose its type: Text, Number, Date, Dropdown list, or Checkbox. For dropdown lists, write options separated by commas (e.g., Home Page, Inner Page, Technical) and click Add 1.

  3. If you want the field value to also appear on the Kanban card, check Show on card 2.

demo screen (with demo data)
  1. 1Field name, type, and options
  2. 2Show on card

Filling fields

  1. Each custom field appears in its own row within the card window; enter or select the value.

  2. In Table view, custom fields appear as columns 1; click a cell to fill it directly 2. Clicking the column header sorts by that field.

demo screen (with demo data)
  1. 1Custom field columns
  2. 2Fill in cell
Result Values are saved immediately and updated on team screens; changes can be undone with Ctrl+Z. When a card is copied or repeated, field values are carried over. Custom fields are also included in the Table's CSV export.
Tip You can enter numbers in formats like 25.000 or 1.250,50. You can filter based on Dropdown list and Checkbox fields using the Filter panel and save filters. You can hide a custom field column in the Table via Columns. A maximum of 30 custom fields can exist per project.
Warning Field types cannot be changed after creation. Removing an option from a dropdown list clears values on cards using that option; deleting the field removes values from all cards.

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