{"id":3495,"date":"2023-06-29T12:36:55","date_gmt":"2023-06-29T12:36:55","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=3495"},"modified":"2026-03-09T10:33:46","modified_gmt":"2026-03-09T10:33:46","slug":"board-fields","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/manage-project-in-plaky\/organize-board\/board-fields\/","title":{"rendered":"Board Fields"},"content":{"rendered":"\n

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.<\/p>\n\n\n\n

Here\u2019s how you can add a new Field:<\/p>\n\n\n

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Web app (Browser)<\/div>\n\t\t\t<\/div>
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iOS<\/div>\n\t\t\t<\/div>
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Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
\n\n
    \n
  1. Open your Board<\/li>\n\n\n\n
  2. Click on the + icon<\/strong> on the right side<\/li>\n\n\n\n
  3. Select the type of Field<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n<\/div>
    \n\n
      \n
    1. Swipe left to see the last field<\/li>\n\n\n\n
    2. Tap on the + icon<\/strong><\/li>\n\n\n\n
    3. Select the type of Field<\/li>\n\n\n\n
    4. Tap Add<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
      \"\"<\/figure>\n\n<\/div>
      \n\n
        \n
      1. Swipe left to see the last field<\/li>\n\n\n\n
      2. Tap on +Add field<\/strong><\/li>\n\n\n\n
      3. Select the type of Field<\/li>\n<\/ol>\n\n\n\n
        \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

        Types of Fields<\/h2>\n\n\n\n

        Plaky lets you select between several types of Fields. Let\u2019s look at these in more detail.<\/p>\n\n\n\n

        Text<\/h3>\n\n\n\n

        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.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        Rich text<\/h3>\n\n\n\n

        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\u2019d like to take more time creating the text file, you can save it as a draft and return to it later.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        In addition, you can use the rich text field to mention other users or teams. Here\u2019s how you can do this:<\/p>\n\n\n\n

          \n
        1. Open the rich text editor<\/li>\n\n\n\n
        2. Type @<\/strong> and write the name of the team or user you want to mention<\/li>\n\n\n\n
        3. Click Save<\/strong><\/li>\n<\/ol>\n\n\n\n

          Once you\u2019ve 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.<\/p>\n\n\n\n

          \n
          \n
          \"\"<\/figure>\n<\/div>\n\n\n\n
          \n

          <\/p>\n\n\n\n

          \"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

          Link<\/h3>\n\n\n\n

          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.<\/p>\n\n\n\n

          Here\u2019s how you can add links:<\/p>\n\n\n

          \n\t\t\t
          \n\t\t\t\t
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          Web<\/div>\n\t\t\t<\/div>
          \n\t\t\t\t
          iOS<\/div>\n\t\t\t<\/div>
          \n\t\t\t\t
          Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
          \n\n
            \n
          1. Hover over the link field<\/li>\n\n\n\n
          2. Click on the + icon<\/strong><\/li>\n\n\n\n
          3. Enter the Web address<\/strong> and Text to display<\/strong> in the modal that appears<\/li>\n\n\n\n
          4. Click Save<\/strong> to complete the process<\/li>\n<\/ol>\n\n\n\n
            \"\"<\/figure>\n\n<\/div>
            \n\n
              \n
            1. Tap on the link field<\/li>\n\n\n\n
            2. Enter the Web address<\/strong> and Text to display<\/strong> in the modal that appears<\/li>\n\n\n\n
            3. Tap Save<\/strong> to complete the process<\/li>\n<\/ol>\n\n\n\n
              \"\"<\/figure>\n\n<\/div>
              \n\n
                \n
              1. Tap on the Link field<\/li>\n\n\n\n
              2. Enter the Web address<\/strong> and Text to display<\/strong> in the modal that appears<\/li>\n\n\n\n
              3. Tap Save<\/strong> to complete the process<\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                Numbers<\/h3>\n\n\n\n

                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.<\/p>\n\n\n\n

                When you add the Number field, you can configure what unit will be shown in the field. Here\u2019s how to do it:<\/p>\n\n\n

                \n\t\t\t
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                Web<\/div>\n\t\t\t<\/div>
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                iOS<\/div>\n\t\t\t<\/div>
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                Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                \n\n
                  \n
                1. Click on the arrow<\/strong> next to the Number field\u00a0<\/li>\n\n\n\n
                2. Select the Configure field<\/strong>\u00a0<\/li>\n\n\n\n
                3. Select the Unit<\/strong>, Unit position,<\/strong> and Alignment<\/strong><\/li>\n\n\n\n
                4. Click outside of the designated area to complete the action<\/li>\n<\/ol>\n\n\n\n
                  \n
                  \n
                  \"\"<\/figure>\n<\/div>\n\n\n\n
                  \n

                  <\/p>\n\n\n\n

                  \"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

                  For example, if the Item field should represent a sum of money, the unit can be defined as a currency symbol: $, \u20ac, or \u00a3. If it doesn\u2019t match any of the listed options, a custom unit can be entered in the designated field.<\/p>\n\n\n\n

                  Additionally, you can adjust the alignment and position the unit value to the left or right.<\/p>\n\n<\/div>

                  \n\n
                    \n
                  1. Tap on the arrow<\/strong> next to the Number field<\/li>\n\n\n\n
                  2. Tap Configure Field<\/strong><\/li>\n\n\n\n
                  3. Select the Unit<\/strong>, Unit position,<\/strong> and Alignment<\/strong><\/li>\n\n\n\n
                  4. Tap outside of the designated area to complete the action<\/li>\n<\/ol>\n\n\n\n
                    \"\"<\/figure>\n\n<\/div>
                    \n\n
                      \n
                    1. Tap on the field name (e.g., number)<\/li>\n\n\n\n
                    2. Tap Configure field<\/strong>\u00a0<\/li>\n\n\n\n
                    3. Select the Unit<\/strong>, Unit position,<\/strong> and Alignment<\/strong><\/li>\n\n\n\n
                    4. Tap on Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                      \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                      Status<\/h3>\n\n\n\n

                      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).<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n
                      <\/rect><\/mask><\/path><\/g><\/svg>Tip<\/span><\/div>
                      \n

                      For more information on the Status Field and its labels, check out the article: Configure Status Field<\/a>.<\/p>\n<\/div><\/div>\n\n\n\n

                      Tag<\/h3>\n\n\n\n

                      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.<\/p>\n\n\n\n

                      \"\"<\/figure>\n\n\n\n

                      For more information on Tag Field, check out the article: Configure Tags<\/a>.<\/p>\n\n\n\n

                      <\/rect><\/mask><\/path><\/g><\/svg>Tip<\/span><\/div>
                      \n

                      For more information on Tag Field, check out the article: Configure Tags<\/a>.<\/p>\n<\/div><\/div>\n\n\n\n

                      Date<\/h3>\n\n\n\n

                      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. <\/p>\n\n\n\n

                      Here\u2019s how you can configure the Date field:<\/p>\n\n\n

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                      Web<\/div>\n\t\t\t<\/div>
                      \n\t\t\t\t
                      iOS<\/div>\n\t\t\t<\/div>
                      \n\t\t\t\t
                      Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                      \n\n
                        \n
                      1. Click on the arrow<\/strong> next to the Date field\u00a0<\/li>\n\n\n\n
                      2. Click on Configure field<\/strong><\/li>\n\n\n\n
                      3. Toggle the options you want<\/li>\n\n\n\n
                      4. Click outside of the designated area to complete the action<\/li>\n<\/ol>\n\n\n\n
                        \n
                        \n
                        \"\"<\/figure>\n<\/div>\n\n\n\n
                        \n

                        <\/p>\n\n\n\n

                        \"\"<\/figure>\n<\/div>\n<\/div>\n\n<\/div>
                        \n\n
                          \n
                        1. Tap on the arrow<\/strong> next to the Date field<\/li>\n\n\n\n
                        2. Tap Configure Field<\/strong><\/li>\n\n\n\n
                        3. Tap Show<\/strong> for the options you want to see<\/li>\n\n\n\n
                        4. Tap outside of the designated area to complete the action<\/li>\n<\/ol>\n\n\n\n
                          \"\"<\/figure>\n\n<\/div>
                          \n\n
                            \n
                          1. Tap on the field name<\/strong> (e.g., date)<\/li>\n\n\n\n
                          2. Tap on Configure field<\/strong>\u00a0<\/li>\n\n\n\n
                          3. Toggle the options you want<\/li>\n\n\n\n
                          4. Tap on Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                            \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                            Person<\/h3>\n\n\n\n

                            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.<\/p>\n\n\n\n

                            You can limit the number of assigned users by configuring the Person field. Here\u2019s how to do it:<\/p>\n\n\n

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                            \n\t\t\t\t
                            Web<\/div>\n\t\t\t<\/div>
                            \n\t\t\t\t
                            iOS<\/div>\n\t\t\t<\/div>
                            \n\t\t\t\t
                            Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                            \n\n
                              \n
                            1. Click on the arrow<\/strong> next to the Person field<\/li>\n\n\n\n
                            2. Click on Configure field<\/strong><\/li>\n\n\n\n
                            3. Select the option you want<\/li>\n\n\n\n
                            4. Click outside of the designated area to complete the action<\/li>\n<\/ol>\n\n\n\n
                              \n
                              \n
                              \"\"<\/figure>\n<\/div>\n\n\n\n
                              \n

                              <\/p>\n\n\n\n

                              \"\"<\/figure>\n<\/div>\n<\/div>\n\n<\/div>
                              \n\n
                                \n
                              1. Tap on the arrow<\/strong> next to the Person field<\/li>\n\n\n\n
                              2. Tap Configure field<\/strong>\u00a0<\/li>\n\n\n\n
                              3. Select the Person limit<\/li>\n\n\n\n
                              4. Tap anywhere outside of the modal to save the changes<\/li>\n<\/ol>\n\n\n\n
                                \"\"<\/figure>\n\n<\/div>
                                \n\n
                                  \n
                                1. Tap on the field name (e.g., person)<\/li>\n\n\n\n
                                2. Tap Configure field<\/strong><\/li>\n\n\n\n
                                3. Select the person limit\u00a0<\/li>\n\n\n\n
                                4. Tap on Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                  \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                  Timeline<\/h3>\n\n\n\n
                                  <\/rect><\/mask><\/path><\/g><\/svg>Info<\/span><\/div>
                                  \n

                                  This feature is available only on paid plans.<\/p>\n<\/div><\/div>\n\n\n\n

                                  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.<\/p>\n\n\n\n

                                  Here\u2019s how you can configure the Timeline field:<\/p>\n\n\n

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                                  Web<\/div>\n\t\t\t<\/div>
                                  \n\t\t\t\t
                                  iOS<\/div>\n\t\t\t<\/div>
                                  \n\t\t\t\t
                                  Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                                  \n\n
                                    \n
                                  1. Click on the arrow<\/strong> next to the Timeline field<\/li>\n\n\n\n
                                  2. Click on Configure field<\/strong><\/li>\n\n\n\n
                                  3. Toggle the options you want<\/li>\n\n\n\n
                                  4. Click outside of the designated area to complete the action<\/li>\n<\/ol>\n\n\n\n
                                    \n
                                    \n
                                    \"\"<\/figure>\n<\/div>\n\n\n\n
                                    \n

                                    <\/p>\n\n\n\n

                                    \"\"<\/figure>\n<\/div>\n<\/div>\n\n<\/div>
                                    \n\n
                                      \n
                                    1. Tap on the arrow<\/strong> next to the Timeline field<\/li>\n\n\n\n
                                    2. Tap Configure field<\/strong>\u00a0<\/li>\n\n\n\n
                                    3. Tap Show<\/strong> for the options you want to see<\/li>\n\n\n\n
                                    4. Tap anywhere outside of the modal to save the changes<\/li>\n<\/ol>\n\n\n\n
                                      \"\"<\/figure>\n\n<\/div>
                                      \n\n
                                        \n
                                      1. Tap on the field name (e.g., timeline)<\/li>\n\n\n\n
                                      2. Tap Configure field<\/strong><\/li>\n\n\n\n
                                      3. Select the person limit\u00a0<\/li>\n\n\n\n
                                      4. Tap on Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                        \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                        Add Field description<\/h2>\n\n\n\n

                                        To help other team members understand what the field is about, you can add a field description. Here\u2019s how you can add this:<\/p>\n\n\n

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                                        \n\t\t\t\t
                                        Web<\/div>\n\t\t\t<\/div>
                                        \n\t\t\t\t
                                        iOS<\/div>\n\t\t\t<\/div>
                                        \n\t\t\t\t
                                        Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                                        \n\n
                                          \n
                                        1. Click on the arrow next to the Field name<\/li>\n\n\n\n
                                        2. Select Edit field description<\/strong>\u00a0<\/li>\n\n\n\n
                                        3. Enter the description<\/li>\n\n\n\n
                                        4. Click Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                          \"\"<\/figure>\n\n\n\n

                                          To view the Field description, click on the information icon<\/strong> next to the Field name.<\/p>\n\n\n\n

                                          \"\"<\/figure>\n\n<\/div>
                                          \n\n
                                            \n
                                          1. Tap on the arrow<\/strong> next to the field name<\/li>\n\n\n\n
                                          2. Select Description<\/strong><\/li>\n\n\n\n
                                          3. Enter the field description<\/li>\n\n\n\n
                                          4. Tap Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                            \"\"<\/figure>\n\n<\/div>
                                            \n\n
                                              \n
                                            1. Tap on the field name (e.g., timeline)<\/li>\n\n\n\n
                                            2. Tap Description<\/strong><\/li>\n\n\n\n
                                            3. Write the description<\/li>\n\n\n\n
                                            4. Tap on Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                              \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                              Pin Field<\/h2>\n\n\n\n

                                              This feature is available only in the table view. Each pinned Field is placed after the last pinned Field.<\/p>\n\n\n\n

                                              <\/rect><\/mask><\/path><\/g><\/svg>Info<\/span><\/div>
                                              \n

                                              This feature is available only in the table view. Each pinned Field is placed after the last pinned Field.<\/p>\n<\/div><\/div>\n\n\n\n

                                              By choosing to pin a specific field, you can prioritize its visibility, since the pinned field will be shown first. <\/p>\n\n\n\n

                                              To pin\/unpin a Field:<\/p>\n\n\n\n

                                                \n
                                              1. Click on the arrow<\/strong> next to the Field name<\/li>\n\n\n\n
                                              2. Select the Pin\/Unpin<\/strong> field to complete the action<\/li>\n<\/ol>\n\n\n\n
                                                \"\"<\/figure>\n\n\n\n

                                                Or<\/p>\n\n\n\n

                                                  \n
                                                1. Click on the Fields visibility icon<\/strong><\/li>\n\n\n\n
                                                2. Select the Fields to display<\/li>\n\n\n\n
                                                3. Click on the pin\/unpin icon<\/strong><\/li>\n<\/ol>\n\n\n\n
                                                  \"\"<\/figure>\n\n\n\n

                                                  Rename Field<\/h2>\n\n\n\n

                                                  You can rename Fields according to your preferences. Here\u2019s how you can do that:<\/p>\n\n\n

                                                  \n\t\t\t
                                                  \n\t\t\t\t
                                                  \n\t\t\t\t
                                                  Web<\/div>\n\t\t\t<\/div>
                                                  \n\t\t\t\t
                                                  iOS<\/div>\n\t\t\t<\/div>
                                                  \n\t\t\t\t
                                                  Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                                                  \n\n
                                                    \n
                                                  1. Click on the Field name<\/strong> (e.g., status)<\/li>\n\n\n\n
                                                  2. Enter new Field name<\/li>\n\n\n\n
                                                  3. Press Enter<\/strong> or click outside the designated area to complete the action<\/li>\n<\/ol>\n\n\n\n
                                                    \"\"<\/figure>\n\n<\/div>
                                                    \n\n
                                                      \n
                                                    1. Tap on the arrow<\/strong> next to the field name<\/li>\n\n\n\n
                                                    2. Select Rename<\/strong><\/li>\n\n\n\n
                                                    3. Enter new Field name<\/li>\n\n\n\n
                                                    4. Tap Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                                      \"\"<\/figure>\n\n<\/div>
                                                      \n\n
                                                        \n
                                                      1. Tap on the field name (e.g., timeline)<\/li>\n\n\n\n
                                                      2. Tap Rename<\/strong><\/li>\n\n\n\n
                                                      3. Enter new Field name<\/li>\n\n\n\n
                                                      4. Tap on Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                                                        \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                                        Duplicate Field<\/h2>\n\n\n\n

                                                        Duplicate Field lets you create an identical Field to the one you have on your Board. Here\u2019s how you can duplicate a Field:<\/p>\n\n\n

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                                                        \n\t\t\t\t
                                                        Web<\/div>\n\t\t\t<\/div>
                                                        \n\t\t\t\t
                                                        iOS<\/div>\n\t\t\t<\/div>
                                                        \n\t\t\t\t
                                                        Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                                                        \n\n
                                                          \n
                                                        1. Click on the arrow<\/strong> next to the Field name (e.g., status)<\/li>\n\n\n\n
                                                        2. Hover over Duplicate<\/strong><\/li>\n\n\n\n
                                                        3. Select one of the 2 options:\n