1. Overview of all types
When creating your new custom field, you have to choose the type of the field. The custom field type defines what the input element looks like on the Kanban card to capture different types of information. For example, it could be a text, a number, a date, URL link, etc.
Kanbanize supports 10 types of custom fields.
Here is the description of the different types of Custom Fields:
- Single line text - allows you to create fields where you insert a single line of text (up to 250 characters).
It is appropriate for fields where you input short information (name, city, etc).
Note: when creating the custom field you could choose to display a prefix, a suffix, or both respectively before and after the custom field. - Multi-line text - allows you to create fields where you insert multiple lines of text in a larger text box. It is commonly used to store descriptions, notes, and prompts users to provide more detailed information to complete the field.
- Number - this type of field accepts only numbers.
Notes: When creating the custom field, you can apply the following additional settings:
- Min value: the minimum of the range of the allowed values.
- Max Value the maximum of the range of the allowed values.
- Decimal places: the number of decimal places to show.
- You could choose to display a prefix, a suffix or both, respectively before and after the custom field. - Date - this field allows users to enter a date using a calendar picker or just type a date into the field.
Note: When creating the custom field you can set a default value, which is "x" days in the future. - Link - allows you to enter a web address (URL) and use this custom field as a hyperlink.
- Dropdown - this field allows users to create a set of values in a dropdown list. The user can select a single value.
Notes: When creating the custom field, you can apply the following additional settings:
- Allow other value: allows users to input a different value in a separate field.
- Min number of values: the minimum number of values that have to be selected for this custom field per card.
- Max number of values: the maximum number of values that have to be selected for this custom field per card.
For dropdown type custom fields, the Lock Properties setting will be applied by default on any newly created fields. When applied, the properties and values of the dropdown custom field are locked on Global level and will be propagated to each board where the field is applied. If you would need to have different properties or values for this field on different boards, you would need to disable the Lock Properties option on global level for the field in question. - Contributor - this field produces a drop-down list with all users assigned to the respective board, so that you can select more assignees, which are responsible for the task implementation and completion.
Notes: When creating the custom field, you can choose to select:
- Min number of contributors: the minimum number of contributors that have to be selected for this custom field per card.
- Max number of contributors: the maximum number of values that have to be selected for this custom field per card. - File - with this type of custom field, you can attach documents, images and any other types of files to the cards. What makes this field different from the default "attachments" card property is the various custom field settings that allow you to define different behavior.
Once the custom field is added to the card, you can upload/drag single or multiple attachments from: your Computer/Dropbox/Box/ Google DriveOne/Drive.
- Vote -It is easy to create a binary poll in Kanbanize using the "Vote" custom field that you create and add to your cards.
Add a topic to vote on in the respective card and notify the users whose votes you expect to collect. Users vote directly in the card by clicking "thumb up" or "thumb down" in order to make a collective decision or express their opinion. Every user who votes can add a comment to make their feedback more constructive.
The dedicated "Voting" panel displays the number of users who voted "for" and "against" along with the avatar picture of each (user names appears on hover). It also shows the distribution of votes in percentage (%) and all accompanying comments.
The system allows you to change your vote if you re-consider it and that instantly reflects in the dedicated panel. - Card Picker - it allows you to have a custom selection of cards visualized in a card or Initiative of your choice.
With the "Card picker" field, you can easily group cards together according to any criterion you might have. Pick the cards, which are relevant to your search to display them in a single view.
The selected cards get ordered as a list under the custom field. Every new item you add appears at the bottom of the list, but you can drag and drop cards up and down to have them ordered in any way you like.Note that the system does not create two-way connection (card linking) between the items.
Each card listed in your selection acts as a shortcut link to the card itself. On hover with the mouse pointer, a handy tooltip with summary info pops up.
To learn how to create custom fields, please follow this link.