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.
Access for the Organization
Navigate to Account > Organization > Custom Fields (see detailed instructions below). 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.
2. From the Account menu, click on the Organization menu item, this will open the Account area and default to the Overview section. 3. From the Account left navigation, click the Custom Fields section.
Access on a specific Board
Click the Options icon in the top/right navigation.
Click Board Settings from the list of menu items.
Click Custom Fields from the left side list of settings under the Card section.
If you have access to manage custom fields for the organization, then you will see this link “Manage available fields for your organization”.
If you have access to manage add-ons for the organization, then you will see this link “Manage Add-Ons”.
Add a new custom field
Navigate to Account > Organization > Custom Fields. You need to be the owner or have administrator access to enable or display the Custom Fields.
Depending on your needs, you may select from the available custom field types when creating a new custom field.
Date – track a date value
DropDown – track a preset list of values and let users select a single or multiple values
Number – track a number value
Text – track a text value using this free text field
Toggle – track a two-state value like on/off or yes/no
When adding a new custom field of type Date, Number, Text, Toggle simply add ‘Label‘ and ‘Description‘ then hit the ‘Save‘ button.
When adding a new DropDown custom field type, you also need to add a list of ‘Choices‘ to appear in the DropDown option.
All 5 custom field types created.
Enable/Disable Custom Field
Once you have completed creating the custom fields at the organization level, an administrator will have to go to each board to enable or display custom fields on specific boards.
To do this, navigate to the board settings.
On the board settings, go to the ‘Custom Fields‘ section.
Toggle the button to the right to enable the custom fields and check the box to show the custom fields on the board. Once enabled, the board members will be able to fill in the custom fields with data.
The Department custom field is active and shown on the board while the MVP custom field is active but not shown on the board.
When you view your card from the board with those set of custom fields, Department data will be visible but not the MVP data.
Only when you open the card, you will be able to see the ‘MVP‘ custom field data.
Possible combinations are as follows:
The 1st red box shows a custom field that will “not show on the board nor on cards on the board”.
The 2nd red box shows the “show cards on the board” as on and off
The 3rd red box shows the “enable on the board” as on and off
The 4th red box shows a custom field that will show on the board and on cards on the board
New card on a board with custom fields enabled
Once the custom fields are enabled, new cards will automatically have the custom fields which board members can fill in with data.
Custom field data on cards
Filter your board with custom fields
To filter your board using the custom fields, navigate to ‘Filter’ option
Toggle to ‘Filter On‘
Expand the custom fields and enter data that you want to filter.