Board Fields

Fields represent information that is relevant to the Item (project or task) on the Board. For example, fields can show the current status of the task or its deadline date. Fields are created and managed on a Board level, and any modification (add, edit, delete) affects all Items/Item Groups on the Board.

Here’s how you can add a new Field:

Types of Fields #

Plaky lets you select between several types of Fields. Let’s look at these in more detail.

Text #

The text field lets you add textual information about a specific task or project. For example, if you are writing an article, you can add the outline in the text field.

Rich text #

With the rich text field, you can add text files and transfer them to different text editors, between different processors and operating systems. If you’d like to take more time creating the text file, you can save it as a draft and return to it later.

In addition, you can use the rich text field to mention other users or teams. Here’s how you can do this:

1. Open the rich text editor
2. Type @ and write the name of the team or user you want to mention
3. Click Save

Once you’ve done that, the user or team that you mentioned will get a notification. The notification will display the content and the link to the rich text field.

Link #

The Link Field allows you to link any website to an Item. This way, you can customize each Item with the specific web address and the text that will be displayed in the Field.

Here’s how you can add links:

Numbers #

The Number field lets you add numbers that are related to your project or task. For example, you can add the number of work hours or the amount of money spent on the project.

When you add the Number field, you can configure what unit will be shown in the field. Here’s how to do it:

Status #

The Status field represents the current status of your project or task. For example, you can mark Items according to their progress (e.g., To do, In progress, Done). Additionally, you can utilize the Status field to indicate the task’s priority (e.g., Low, Medium, High).

For more information on the Status Field and its labels, check out the article: Configure Status Field.

Tag #

The Tag field lets you add important keywords to an Item. These words can indicate the main topics covered by a task or project, a list of the most essential concepts, or any other notion that you find crucial for the task in question.

For more information on Tag Field, check out the article: Configure Tags.

Date #

The Date field allows you to set a due date for your tasks or any sort of deadline. To do that, click on the date Field and pick the date from the calendar. 

Here’s how you can configure the Date field:

Person #

The Person field enables you to assign tasks to Team Members and view who is responsible for each task within your team. To assign a person to the field, simply click on the field and choose the user you want to assign.

You can limit the number of assigned users by configuring the Person field. Here’s how to do it:

Timeline #

This feature is available only on paid plans.

With the Timeline field, you can input and track time periods using two date pickers. To do it, add a Timeline field, click on the added Field and select the year and two dates from the calendar, or manually type the start and end date.

Here’s how you can configure the Timeline field:

Add Field description #

To help other team members understand what the field is about, you can add a field description. Here’s how you can add this:

Pin Field #

This feature is available only in the table view. Each pinned Field is placed after the last pinned Field.

By choosing to pin a specific field, you can prioritize its visibility, since the pinned field will be shown first. 

To pin/unpin a Field:

1. Click on the arrow next to the Field name
2. Select the Pin/Unpin field to complete the action

Or

1. Click on the Fields visibility icon
2. Select the Fields to display
3. Click on the pin/unpin icon

Rename Field #

You can rename Fields according to your preferences. Here’s how you can do that:

Duplicate Field #

Duplicate Field lets you create an identical Field to the one you have on your Board. Here’s how you can duplicate a Field:

Change Field type #

The Change Field type action lets you convert a field from one type to another. 

Board Owners can always change the Field type. Board Members can only change the Field type if their board permission is set to Edit everything.

To change Field type:

1. Click the arrow next to the field you want to change
2. Hover over Change Field type
   
3. Choose the Field type you’d like to convert to
4. Review the Field type changes
5. Click on Convert to complete the action
   
   

You can’t modify any field values directly within this conversion window.

To proceed:

• Keep both: This option will keep both the original and new field types for that field on your board
• Convert: This will execute the conversion, changing the field type as shown
• Cancel: This will stop the action, and no changes will be made

Delete Field #

To remove a Field from your Board, you can delete it. Here’s how:

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