Help & Support
Follow

Custom Fields

LeanKit's step-by-step guide on how to use and manage custom fields. 

Custom Fields in cards, available in Advanced and Premium edition accounts, give you more flexibility to capture additional information within LeanKit. This is especially useful in conjunction with LeanKit Integrations or the LeanKit API.

 

How Do Custom Fields Work? 

Each board in an Advanced or Premium edition account can have its own custom card fields. These fields can be one of four types: either free-form text, numerals, date, or a list of options in a dropdown menu. Each board can have up to four custom fields. Custom fields can be created or configured by board administrators only. Custom Fields on the cards can then be used by other board users.

 

How Do I Configure Custom Fields?

To configure Custom Fields for a particular board,

  • Go to the board view
  • Click the single gear icon in the upper right and click Board Settings.

Board_Settings__article__.png

  • Click Custom Fields

 

How Do I Create a Custom Field? 

On the Custom Fields tab of the Board Settings window:

  • Click Create Custom Field.
  • Under Field Type, choose Numeric, TextDate, or Dropdown.
  • Enter a Field Label and Help Text (if desired). For Dropdown fields, enter the Values for the dropdown menu as a comma separated list. 
  • Click Save Changes.

 

How Do I Set A Card’s Custom Field(s)?

  • Open the card
  • Click Custom Fields
  • For Text or Numerical fields: Beneath the label of the custom field you want to set or modify, click in the field and enter the desired text or number (depending on the field type).
  • For Date fields, you can type in the desired date or choose a date from the calendar selector. 
  • For Dropdown fields, click Choose One under the field label, and click your choice in the dropdown menu.

  • Click Save & Close if you’re done modifying that card, or Save Changes if you want to keep the card open.

Custom_Fields.png

 

 

 

 

Doc ID: 1191981345

Have more questions? Submit a request