Trello's built in reporting tools and table view sadly don't do much with their custom fields. Trello reporting and table view with custom fields These fields will appear on all your cards on the same board and will move with that card if you send it to another board. Now repeat the above steps until you have all the custom fields set up for your cards. That is all you need to do to add your first custom field. This is worth doing as that colour can then get pulled through elsewhere in Trello and helps your custom dropdowns fully replace labels if you have been using those. What most people miss the first time they use them is that they can set a colour for each of the options by clicking on the little grey box next to each option. Most field types are pretty self-explanatory, but the dropdowns require a little more explanation. You can add any of these custom field types to your cards Select which type of custom field you want Give your custom field a name in the Title box To add a new custom field from the back of any card in Trello:įind the Custom Fields button in the menu on the right of the card backĬlick that button to bring up the Custom Fields menuĬlick on the + New field to add a new custom field and you will see this message It is your data, create the fields you want for your cards. None of these examples is probably perfect for you, but that is the point of Custom fields. HR team example custom fieldsĬontent marketing teams can add fields for content type, designer signoff checkbox, estimated hours, etc. HR Teams using Trello for a recruitment pipeline can add expected salary, location, hiring department, etc. Sales team example custom fields on front of card You can select which custom fields you want to show on the front of the cards if you don't want to show them all. Here we see the front of the card showing all these fields. Sales teams can add fields like deal value, deal source, expected close date, email address, etc. Let's start with a few examples of how you could use Trello's custom fields on your boards How to change the order of custom fields?.How to copy custom fields to another board?.Why are my custom fields greyed out, disabled, not available or not working?.Welcome to our ultimate guide to custom fields in Trello! We will cover the how the why and give you some examples of how we've seen other teams using Custom fields. Not just because they work great with all our tools, but because adding custom fields is when I see people really get Trello. When we do demos to new Trello users one of the things we always encourage them to check out is Trello's custom fields. You can also use them in lots of power-ups like Forms, Imports and Reports. Your custom fields can be shown on the front of cards and work great with lots of other features in Trello like their automations and exports. You can add different types of custom fields, including dropdowns, numbers, dates and more (we will cover all the options below). Custom fields are your own fields you add to your cards in Trello.
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