How to Add Custom Fields in Trello
Trello is a popular project management tool that helps individuals and teams organize tasks, collaborate, and track progress. One of its many features is the ability to add custom fields to boards, which allows users to capture and display additional information about each card. Whether you need to track due dates, priorities, or any other specific details, custom fields can greatly enhance the functionality of your Trello boards. In this article, we will guide you through the process of adding custom fields in Trello.
Step 1: Accessing the Custom Fields Option
To add custom fields to your Trello board, you first need to access the custom fields option. To do this, click on the three dots located at the top right corner of the board you want to modify. From the dropdown menu, select “Custom Fields.”
Step 2: Creating a New Custom Field
Once you have accessed the custom fields option, you will see a list of existing custom fields (if any) on your board. To create a new custom field, click on the “Add Custom Field” button. You can choose from various field types, such as text, number, date, checkbox, dropdown, or multi-select. Select the field type that best suits your needs.
Step 3: Naming and Configuring the Custom Field
After selecting the field type, you will be prompted to name your custom field. Choose a clear and descriptive name that will make it easy for others to understand the purpose of the field. For example, if you are tracking due dates, you might name the field “Due Date.”
Next, configure the custom field settings. For text and number fields, you can set a default value, add a placeholder text, or specify a character limit. For date fields, you can set a default date or choose to have a date picker. Checkboxes and dropdowns allow you to add options, while multi-select fields let you select multiple options from a predefined list.
Step 4: Adding the Custom Field to Cards
Now that you have created a custom field, you can add it to individual cards. To do this, click on the “Add to Cards” button next to the custom field. You will see a list of cards on your board. Select the cards to which you want to add the custom field. Once selected, the custom field will appear on the cards, allowing you to enter or select the appropriate information.
Step 5: Organizing and Managing Custom Fields
As you continue to use Trello and add custom fields, you may find that you have multiple fields on your board. To organize and manage these fields, you can click on the “Manage Custom Fields” button. Here, you can edit the settings of existing fields, delete fields that are no longer needed, or create new fields as required.
Conclusion
Adding custom fields in Trello is a simple and effective way to enhance the functionality of your boards. By capturing additional information about each card, you can gain better visibility into your projects and streamline your workflow. Follow the steps outlined in this article to start adding custom fields to your Trello boards and take your project management to the next level.
