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Custom Fields

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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.

Custom field types:

  • Simple text field
  • Rich text field
  • Single-select field
  • Multi-select field
  • Date field

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 visible as icons on the card front.

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, we see cards grouped by countries. Custom fields are also displayed on the card fronts.

Example 2: Cards grouped by country – custom fields created by space user.

You can present your custom fields in space using:

Each card has a custom field section in its card content. All custom fields that the card has assigned appear there.

  • Information about custom fields is presented at the bottom left corner of the card content in the Custom fields section.

  • Custom fields can be in the form of color tags, dates, or they can be descriptive. Here you can see the multi-select custom field Label – outdoor and the date custom field When? – Jun 7, 2025. Multi-select custom fields are a way to categorize and classify your cards. Date custom fields provide additional information.

  • A card can be present in multiple spaces thanks to the mirror card feature. Here, in the Card details section, you can see the card’s custom fields from any space you have access to. The card has two custom fields from the Green Week space and one from the Megan Davies’ MySpace.

The custom field section is a part of the card content. A card can have different custom fields assigned to it at the same time.

Example 3: Custom field visible in the card content.

If you use mirror cards, you can see all spaces along with their custom fields in the card details section.

Creating custom fields

Only space owners can create space custom fields.

To create a new custom field category:

  1. Open the space.
  2. On the top spacebar, go to More (the three-dot menu), and then select Custom fields.
  3. Select + Add custom field.
  4. Select the type of custom field.
  5. Enter the name of custom field category.
  6. Select Add custom field.

In case of single-select or multi-select custom fields, continue to create options:

  1. Select + Add option.
  2. Enter the name of the option, select the color and icon.
  3. Select Add option.
  4. Select Save changes.

You can assign single-select and multi-select custom fields in a space with the card grouping by custom field option by dragging cards to the appropriate groupings.

Adding custom fields to cards

To add a custom field to a card:

  1. Open the card.
  2. Go to the custom field section, and on the selected custom field, select the + icon.
  3. Depending on the type of custom field, type and confirm, or select the preferred option.

Example: A date custom field was added to a card.

Removing custom fields from cards

To remove a custom field from a card:

    1. Open the card.
    2. Go to the custom field section, and 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 in workspaces

Custom fields can also be created in workspaces. Then they are visible in all spaces belonging to that workspace. You can also move custom fields created in a space to a workspace to share them with other spaces.

Only workspace owners can manage workspace custom fields.

To level up the space custom field:

  1. Open the space.
  2. On the top spacebar, go to More (the three-dot menu), and then select Custom fields.
  3. Select the custom field.
  4. Select Level up this custom field.

To enter the workspace custom field section:

  1. Open the workspace.
  2. On the workspace top bar, go to Settings, and select Custom fields.
  3. Other operations are identical to those in spaces.

Global custom fields

Custom fields can also be created in workspaces. Then they are visible in all spaces belonging to that workspace. You can also move custom fields created in a space to a workspace to share them with other spaces.

Only users with the Global Settings KanBo role can manage global custom fields.

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.

To enter the global custom field section:

  1. On the Sidebar, select your avatar, and then select  Settings >  General.
  2. Select  Custom fields.
  3. Other operations are identical to those in spaces.

Editing custom fields

Only space owners can manage space custom fields.

To make changes in the custom field:

  1. Open the space.
  2. On the top spacebar, go to More (the three-dot menu), and then select Custom fields.
  3. Select the custom field.
  4. Make changes.
  5. Select Save changes.

Deleting custom fields

Only space owners can manage custom fields.

See how to remove the custom field option or the entire custom fields category. This will remove these custom fields along with all its options (multi-select/single-select options) from the cards.

To delete a custom field option (single-select/multi-select custom fields):

  1. Open the space.
  2. On the top spacebar, go to More (the three-dot menu), and then select Custom fields.
  3. Select the custom field.
  4. On the selected option, select the icon.

To delete a custom field category:

  1. Open the space.
  2. On the top spacebar, go to More (the three-dot menu), and then select Custom fields.
  3. Select the custom field.
  4. Select Delete this custom field.

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