We’ve been excited to introduce Card View to our customers this month—a visual way to interact with your work and manage projects. One of the prerequisites to using Card View, however, is setting up your Custom Fields in a way that best serves your project plan.
Here, we’re going to dive in and show you how to effectively set up your Custom Fields for the projects you’re managing in Card View.
What are Custom Fields, exactly?
Custom Fields is a categorization feature, one that lets you capture attributes or specific information about your work. Your team’s Custom Fields might already be set up by your workspace owner or co-owner. You’ll see these fields in the Details section of your Edit Panel. In this example, Custom Fields include Campaign Status, Relative Size and Risk.
If you’re a workspace owner or co-owner who needs to create fields, read how to set up your Custom Fields.
Categorizing your work in Card View
On the Projects tab, click on the View menu and choose Card View.
From the navigator panel on the left, select a blue project folder. The task cards for that project will be displayed at the right of your screen.
The first view you’ll see might have a bit of a pell-mell feeling to it—that’s just because it needs some customizing and organizing. To do this, click the dropdown menu and select a project or task Custom Field category. Ours happen to include fields like Line of Business, Campaign Status, Risk. Yours will have its own flavor.
After you have your category picked, you can start moving your work items into appropriate columns to give you the project and workflow view you’re looking for. Remember that when you move a card to a different column, you’re actually changing the custom field value for that plan item.
Filter your fields
You might find that you only need to view three of the columns for your Campaign Status—Concept, In Progress and In Review. You can filter your Custom Field values to see just the ones you want. However, before you do this, move all of your work items into their new fields or you won’t see them after you filter down. Here’s an example of filtering Custom Fields for our campaign project:
And here’s what your new personalized Card View looks like now:
Once you have your Card View filter set, you can save this as a Favorite so you can return back to the project view quickly and easily.
If you have a way you use Custom Fields with Card View, let us know—we love hearing how our customers use our product.