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Planview Customer Success Center

Configure Custom Fields

Custom Fields in cards, available in certain editions of Planview LeanKit, 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 eight custom fields enabled. 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, first go to the board you'd like to configure custom fields on. Then click the single gear icon in the upper right and click Board Settings.

board settings.png

Select the Custom Fields tab. 

custom fields tab.png

How Do I Create a Custom Field? 

To create a new custom field, click the button labeled Create Custom Field in the upper right hand corner of the Custom Fields tab in the Board Settings

create new custom fields.png

Under Field Type, choose Numeric, TextDate, or Dropdown.

custom field details.png

custom field dropdown.png

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 when you're done.

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

To set a specific card's custom field, open the card and click the Custom Fields tab.

custom fields in cardds.png

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).

text field.png

numeric field.png

For Date fields, you can type in the desired date or choose a date from the calendar selector. 

date field.png

For Dropdown fields, click Choose One under the field label, and click your choice in the dropdown menu.

dropdown field.png

Select to Save or Save & Close your card when you're finished.