Custom Fields

In Plaky, each Custom Field represents some entity that is relevant for the project or some other type of content presented in a Board.

Keep in mind that Fields are created and managed on a Board level and as such any modification (add, edit, delete) reflects on all Items/Item Groups on the Board.

There are different types of Fields that help you define the content on the Board:

• Text
• Rich Text
• Link
• Numbers
• Status
• Tag
• Date
• Person
• Timeline (available on paid plans)

To add a Custom Field:

Add field description #

Set a description for any field on the Board, so other users may see what the field is about.

To add field description:

1. Click on the downward arrow next to the Field name
2. Select Edit field description 
3. Enter the description
4. Click Save to complete the action

To view the Field description, click on the information icon next to the Field name.

Text #

This type of Field allows you to add any type of text (e.g. details, description, short explanation…).

Rich text #

With Rich Text format, you can add text files and transfer them in different text editors, between different processors and operating systems. If you’d like to take more time creating the text file, you can put it in draft and get back to it later on.

If another user modifies a Rich text field simultaneously and saves the changes, you will be notified at the bottom left corner of the modal.

Team mention #

Besides adding text and text files in different formats, rich-text Field offers the possibility to mention the whole team at once, so that all Team Members keep up with the project development relevant to them and other Team Members.

To mention the Team:

1. Navigate to the Rich-Text Field in the Board and Project you’d like to add the mention in
2. Enter @ and choose Team you’d like to mention from the ones listed below
3. Click/Tap Save

Once you’ve done that, all Team Members will get Email and Bell Notification. Both types of Notifications display the content and the link to jump to that Rich-Text Field in the app.

Any change made to the Field and the Team mentioned will trigger both Email and Bell Notifications for all Team Members.

Link #

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

To do that:

Numbers #

You can use this Field to enter number related to any aspect of the project you’re tracking such as the number of hours spent working on a project, number of Items, Team Members working on project/task, or anything else that makes sense to you.

Add numbers Field just as any other Custom Field in Board and enter the required number in the appropriate field.

Value in the number Field is configurable. To configure number Field:

Status #

In this Field, you can visually present the state of your tasks, or follow the progress of tasks of other Team Members. This is done by marking the status with some predefined labels (e.g. To do, In progress, Done) which can be customized, as well.

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

Tag #

With Tags you can list multiple words that will appear after the hashtag symbol (#). You can use them to define the keywords for each Item, so that you can recognize it more easily in the Board, or even Group the Items with similar content across different Boards.

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

Date #

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

Person #

Person Field allows you to assign tasks to your Team Members, or check who in your team is responsible for which task. You only need to create the Field from the dropdown and select the person. That can be the Member of your Board, or your Team Member.

To configure Person Field:

Timeline #

The Timeline field (available on paid plans only) is a powerful feature for project period management. With this field, it is easy to 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 in the start and the end date.

To configure Timeline Field:

Pin Field #

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

By choosing to pin a specific field, you can prioritize its visibility, since it remains in a fixed location as you scroll the table view.

To pin/unpin a Field:

1. Click on the downward arrow next to the Field name
2. Select Pin/Unpin field from the dropdown 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 on Fields to pin/unpin them

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