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Custom Fields

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

Custom fields are still being improved. This feature will soon replace lists and labels.

In this article:

Overview

Custom fields help you to tailor spaces to your workflow. This is a feature that allows you to create tags or additional descriptions of the card. With custom fields, you can capture specific information, track important details, and organize your work in a way that makes sense for your team.

The default custom fields are list and label. If you have been using KanBo for a long time, you will certainly be familiar with them. List is a single-select custom field and label is a multi-select custom field. 

Example 1: Custom fields can be displayed on cards. 

Custom fields are not just tags. By adding some of them to cards, you can create an alternative type of card grouping. In the example below, you can see cards grouped by continents. Custom fields are also displayed on the card fronts.

Example 2: Cards can be grouped by custom fields. Here, cards are grouped by continent.

You can present your custom fields in space using:

Each card has a Custom fields tab within its content. All of the card’s assigned custom fields appear there. If you use mirror cards, you can see all spaces along with their custom fields.

Example 3: Custom fields are visible in the card tab.

Custom field types

We have different types of custom fields, which can be grouped into two categories for clarity:

  • Input fields – where users defines a value, such as text, a number, or a date,
  • Selection fields – where users select from predefined options, such as labels, users, or cards.

Input fields:

  • Single-line text
  • Multi-line text
  • Number
  • Money
  • Date & time

Selection fields:

  •  Single choice
  • Multiple choice
  • Single user
  • Multiple users
  • Single card
  • Multiple cards
  • Single choice with date range

Read more about custom field types.

Creating custom fields

Custom fields can be created in spaces and workspaces, as well as globally for KanBo as a platform. A space owner can create new custom fields in a space or add existing ones from the workspace catalogue to make them available to space users.

Example: Space custom fields section.

See how to create custom fields at various KanBo levels.

Adding custom fields to cards

Once custom fields have been created in space or added from the workspace catalog, space users can add them to cards.

To add a custom field to a card:

  1. Open the card.
  2. Go to the Custom fields tab, and select + Add custom field.
  3. Depending on the type of custom field, enter the value/text and confirm, or select the preferred option.

Example: Adding custom fields to cards in the Custom fields tab.

You can also add single-select and multi-select custom fields to cards in space view. This is possible when cards are grouped by custom fields. You can add custom fields by moving cards to the relevant group.

Removing custom fields from cards

To remove a custom field from a card:

  1. Open the card.
  2. Go to the Custom fields tab, and then select the specific custom field.
  3. Depending on the type of custom field:
    • Select Remove,
    • Delete text and select Save,
    • Uncheck the selected option.

Custom fields display settings

See how to make selected custom fields visible on cards in space view. This allows you to customize the appearance of cards in your space.

To display selected custom fields on cards in space view:

  1. Open the space.
  2. On the space top bar, select Display settings > Custom fields.
  3. Select the custom field.
  4. Save the display settings changes.

Changing custom fields levels

You can move custom fields created in a space to a workspace in order to share them with other spaces. The same applies to moving a custom field from a workspace to the global level. After making this change, you can only edit custom fields at the new level.

Note that moving a custom field back to a lower level is not possible to prevent information loss.

To level up the space custom field:

  1. Open the space.
  2. On the space top bar, select More.
  3. In the SPACE INFO section, select   Custom fields.
  4. Select the custom field.
  5. Select Level up this custom field.

To level up the workspace custom field:

  1. Open the workspace.
  2. On the workspace top bar, go to  Settings, and select  Custom fields.
  3. Select the custom field.
  4. Select Level up this custom field.

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