Content:
1. Introduction
2. How to add custom fields to multiple cards from the card context menu?
3. Where do custom fields become available on cards?
4. How to edit/remove custom fields in bulk?
1. Introduction
Users can select multiple cards and set/update/remove custom fields for all of them simultaneously. This improvement reduces the manual efforts and time spent on custom fields management. You can achieve this using the Card Context menu.
2. How to add custom fields to multiple cards from the card context menu?
Step 1: Use the mouse to draw a rectangle box to select multiple cards at once.
Step 2: Then right-click or just click to open the card Context menu and select Custom Fields.
The system displays a list of all custom fields that have been added to the current board.
Step 3: Select the field that you want to apply on the selection of cards and enter a value.
Note: If you are an Account Owner or a Workspace Manager, you can use the Manage Board Custom Fields icon at the top right side of the panel to manage custom fields at a board level.
Note that regular users do not see this link.
3. Where do custom fields become available on cards?
The field you select becomes available under the Custom Fields section of cards.
* Open the image in a new tab to get a closer view.
Note:
Users can configure the card's view to make the custom fields visible when the card is closed. You perform this from the Cards settings panel in the board Sidebar. This configuration works per board.
To learn more about it, please check out the dedicated article.
This view provides quick access to the custom fields. To update or remove them, just click the selected field and perform the desired action without opening the card.
4. How to edit/remove custom fields in bulk?
If you want to update or remove custom fields in bulk, make the selection of cards and access the Custom fields panel from the Context menu. Choose the field that you want to update or remove and make your changes via the respective buttons.
