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.

Fields on your Board fall into 2 categories:

• Predefined Fields: Status, Assignee, and Due Date. These Fields power key Plaky features, such as My Tasks and Kanban View. A Board can have only one of each.
• Custom Fields: All other Field types. Add as many as you need to track the information your team works with.

New Boards created from scratch come with all 3 predefined Fields.

Here’s how you can add a new Field:

Predefined Fields #

Predefined Fields drive the core logic of your Board. A Board can have only one of each Predefined Field, but they aren’t mandatory. You can delete them and add them back at any time.

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).

A Board can have only one Status Field. To label Items by priority, type, or category, use the Dropdown Field.

Assignee #

The Assignee Field shows who is responsible for completing an Item. To assign an Item, click the Assignee Field and select the Team Members you want to assign.

Items appear on the My Tasks page of everyone in the Assignee Field, and assigned users get a notification that they were assigned to the Item. A Board can have only one Assignee Field.

You can limit the number of assigned users by configuring the Assignee Field.

Due Date #

The Due Date Field sets the deadline for an Item. To set a due date, click the Due Date Field and select a date in the calendar.

A Board can have only one Due Date Field. The My Tasks page uses it by default to group your tasks by date.

Custom Fields #

Custom Fields let you track any other information your team needs. You can add as many custom Fields as your plan allows.

Dropdown #

The Dropdown Field lets you label Items with options you define, such as priority, type, or category. It works like the Status Field but doesn’t have a completed status, so it doesn’t affect progress tracking. 

New Dropdown Fields come with 3 options: Empty, Option 1, and Option 2. You can rename them, change their colors, and add new ones.

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.

Also, you can add files in the rich text editor by clicking on the Attach files icon and selecting the file, dragging and dropping a file into the rich text editor, or by using the copy/paste actions. 

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:

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.

Date #

The Date Field lets you add any date to an Item, such as a start date, a review date, or the date an Item was requested. To set the deadline for an Item, use the Due Date Field instead.

Here’s how you can configure the Date field:

Person #

The Person Field lets you add Team Members to an Item in a supporting role, such as reviewer, reporter, or QA tester. To add someone, click the Person Field and select the team member.

Adding someone to a Person Field doesn’t assign the Item to them. The Item doesn’t appear on their My Tasks page, and they get a notification that they were added to the Item. To assign an Item, use the Assignee Field.

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

Timeline #

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 #

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. 

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
   

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

Convert predefined and custom Fields #

You can convert a custom Field to a predefined Field and vice versa. The types you can choose depend on the Field you’re converting:

Predefined Field	Can be converted to and from
Status	Dropdown, Person, Tag, Text, Rich text, Numbers, Assignee
Assignee	Person, Dropdown, Tag, Text, Rich text, Status
Due Date	Date, Timeline, Text, Rich text

If your Board doesn’t have the predefined Field you’re converting to, the Field is converted right away.

If your Board already has that predefined Field, a banner in the modal lets you know that the existing Field will be converted too, since a Board can have only one of each predefined Field:

• Status: The existing Status Field becomes a Dropdown Field.
• Assignee: The existing Assignee Field becomes a Person Field.
• Due Date: The existing Due Date Field becomes a Date Field.

When you convert a Field to Status, the Field configuration opens in the box. Set up your statuses and choose which status marks an Item as completed.

Delete Field #

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

Related Articles #