Knowledge Base

Custom Fields

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This add-on is available to be purchased in all paid plans, but it must be enabled to start using within your organization. The organization owner or an administrator with elevated permissions are the only ones who can enable an add-on for the entire organization.

Add a new custom field

The first thing you have to do to have a custom field on your board is to add a new custom field for your organization. After that, you can start adding custom fields to your board.

  1. Click the Account icon in the top/right navigation, which is shown as either your chosen avatar or initials of your name on a light grey icon.
  1. From the Account menu, click on the Organization menu item, this will open the Account area and default to the Overview section.
  2. From the Account left navigation, click the Custom Fields section.
  1. Click the ‘Add Custom Field’ button.
  2. Depending on your needs, select from the available custom field types.
    • Date – track a date value
    • Email – store an email address
    • Members – select a specific member of the board
    • Multi-Select – track a preset list of values and let use