Add your own fields to cards

Track what your team needs on every card, such as a customer, a severity or a link to the spec, then filter, sort and automate with it.

In short

A field is an extra property every card on one board can have, such as a Customer, a Severity or a Link to spec. Each field has a kind that decides what can be typed or picked. Fields can show on the card face, and you can filter, sort, bulk-set and automate with them.

Before you start

• Who: adding, renaming and deleting fields needs "Create and manage boards". Setting a field's value on a card needs "Change cards".
• Plan: every plan. A board holds up to 30 fields.
• First: decide the kind. It cannot be changed later.

Steps

1. Open Board settings, then "Card types" ("What does a card hold?"). Only people who manage the board see the buttons.
2. Choose "Add a field", or "Add" on a suggestion: Customer, Severity or Link to spec.
3. Give it a "Name" and a "Kind". For a choice field, add its "Choices" in the order people should pick from; each can have a color.
4. For a "Formula" field, write the sum over the board's number fields, each in braces - press a field under the box to insert it: {Effort} * {Impact}. Numbers, + - * /, brackets, and round, min, max and abs work.
5. Turn on "Show on the card" to put it on the card face and in the List as a column.
6. Press "Add field".

1. Open a card and find the "Fields" group.
2. Pick, type or tick a value. It saves at once, and the card's History records it, for example Customer: Acme.

1. On a board of your organization, open Settings › Fields and press "Organization fields…".
2. If you manage Boards in your organization, press "Add an organization field", give it a name and a kind - any kind but a formula - and its choices.
3. Save. Every board of your organization gets the field at once, a board made later too. If a board already has another field with that name, or holds 30 fields, it is left out and the dialog says how many.
4. To rename the field or change its choices for every board, press the pencil beside it. A renamed choice is renamed on every card.
5. On each board the field carries an "Organization field" badge: its managers move it and choose whether cards show it, but only the organization changes its name and choices.
6. Press the bin to stop keeping it. Every board keeps its copy, with every card's value, as its own field.

Result: every card on the board can hold the field; "Your own fields" in Board settings shows how many of the 30 are used.

Good to know

• A board holds up to 30 fields. A name is up to 60 characters and is used once. A choice field has 1 to 50 choices. At most 3 fields show on the card face.
• A field keeps its kind for life; for a different kind, add a new field.
• A formula field works itself out on every card and nobody sets it. A card missing one of its numbers, or dividing by zero, shows nothing. Rules, filters, sorting, imports, card templates, forms and shared cards do not use it, and a number field a formula reads cannot be deleted until the formula changes.
• Setting a field needs permission to change cards.
• What happens next: a new field shows in every card's "Fields" group at once, and each value you set is recorded in the card's History.

Deleting a field Delete removes the field's value from every card, and the List loses its column. Rules that set the field or react to it stop working until you change them. A card's History keeps the old values. Renaming a choice keeps every card that picked it; removing a choice takes it off the cards that picked it.

Use fields to find, sort and automate

• Filter: in "Filters", choose the field and either holding a value, containing some words or ticked. Cards without a value are left out.
• Sort: the fields that show on the card are columns in the List, and you can sort by them.
• Set many at once: tick cards in the List and choose "Set a field". Leave the value empty to clear it on every selected card.
• Export: the board's Excel and Word report has one column per field.
• Templates: a board made from a template comes with the fields that template carries.
• Rules: a rule can set a field and can run when a field changes, or changes to one value. See /help/boards/board-rules.
• Imports: a spreadsheet column can be read into a field. See /help/boards/import-cards.

If something goes wrong

• "A board holds at most 30 fields.": delete a field you no longer use.
• "This board already has a field by that name.": choose another name.
• "At most 3 fields show on the card face.": turn "Show on the card" off on another field first.
• A value is refused, for example "takes a web address starting with http:// or https://": type it in the form the kind asks for.
• "Choose what kind of field it is.": pick a kind before you press "Add field".
• "A choice field has between 1 and 50 choices." or "Each choice has its own label.": give a choice field 1 to 50 choices, each with a different label.
• "The choices are too long altogether; shorten some labels."
• A value of the wrong form is refused, for example with "takes a number." or "takes a day as yyyy-MM-dd.". Type the value the way the kind asks for it.

Related

• /help/boards/find-cards
• /help/boards/board-rules
• /help/boards/import-cards