Once your custom field has been created, you can add the custom field to tasks and boards manually, or with automations.

To add a custom field to a task, click on the ellipse menu within a task and select Manage Custom Fields:

Click Add Custom Field to select from available custom fields

Start typing to filter down the list

When you select the custom field you want, you will be prompted to apply it only to This Task Only (default) or apply it to all tasks on the board (including new tasks in the future).

Click OK and the custom field will be added to the task

The field will now show in the Custom Fields tab of the task (unless it's set to Hidden)

To manage a custom field on a task, click on the ellipse menu within a task and select Manage Custom Fields.

Then click the ellipse menu next to the custom field you would like to manage

The following options are available:

Hide

If set, the custom field will not display in the task Custom Field tab.

Show on Task Face

If set, the value of the custom field will show on the task face. Note, it will only display on the task face if a value is set.

Add To All Tasks

If set, the Custom Field will be applied to every task on the board including any tasks added in the future.

Remove

Removes the custom field from the task.

If you remove a custom field that is added to all tasks, you will be prompted if you want to remove it from This Task Only or All Tasks.

IMPORTANT: Removing the custom field permanently deletes its value.

To add a custom field to a Board, go to Settings in the board menu (must be an Administrator or above to access)

Click the Custom Fields tab then Add Custom Field to select from available custom fields

Start typing to filter down the list

Select the custom field you want and it will be added to the board. From here you can set values and options on the field.

To manage a custom field on a board, click the ellipse menu next to the custom field you would like to manage

The following options are available:

Hide

If set, the custom field will not display where custom fields are available for input (coming soon).

Remove

Removes the custom field from the board.

IMPORTANT: Removing the custom field permanently deletes its value.

Custom fields can be added and manipulated on both tasks and boards using Automations and Variables.