Add custom fields to your boards

 

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Create custom fields to associate numerical values, text, URLs, or workspace members with each feature.

This can be especially helpful for capturing reference information on your board, like the URL for a feature's design mockups, what team is working on the feature, or which designer or developer has been assigned to it.

In many cases, you'll also be able to filter your board by these fields and their values!

In this article:

Adding new custom fields

You can create new custom fields in two ways:

  1. From the Main menu, under Data, click Custom fields, then click Create in the top right corner.
  2. From the Add columns sidebar on any features board, click Custom fields, then Create custom field at the bottom of the panel.
Note: Option #2 is also how you go about adding an existing custom field to your board as a column. Just toggle it on using the slider to the right!

Either way, you'll see a dropdown menu that lists every type of custom field you can create. Pick one to get started. 

Types of custom fields

Project member

Use the project member custom field to assign features to a colleague who is a fellow member of your Productboard workspace. This could be useful for keeping track of who is responsible for a feature with regard to design, development, documentation, marketing, or product management (though this will typically be signified using the native owner field).

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Single select & multi select (dropdowns)

You can use a single select or multi select dropdown field depending if you would like to allow single or multiple values to be selected.

Dropdown custom fields are great for selecting predefined values such as investment categories (e.g., growth, retention, or technical improvements), marketing launch tier, work type (e.g., hypothesis, feature, improvement, bug, issue, need, delight), platform support (e.g., iOS, Android, web app).

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These fields also support any emoji you like!

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Numbers

Display the projected revenue for a feature, the reach (# of users impacted), Fibonacci numbers (complexity), a custom prioritization score, t-shirt size estimate or other KPIs.

Ask teams who interact with your customers every day (sales, support, CX) to force-rank feature candidates and record their rankings before sorting/filtering.

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Note: We recommend using a t-shirt sizing scale for this with a numeric field so that the allocation report can be calculated. Using a dropdown field uses cannot be used for this calculation.
Text

Display small notes, URLs, the name of the team that is working on a feature, names of additional stakeholders, etc.

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If you precede your URLs by http:// or https:// the custom text column will display a URL launcher to help you navigate in one click:

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Description

Use the Description Custom Field to display a long formatted text such as Description, Acceptance Criteria, and Release notes.

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Visualizing custom fields as a column

You can add a custom field to any features board by clicking the Add columns button, then Custom fields, then toggling the slider beside an existing custom field. 

Visualizing custom fields on a roadmap

Dropdown fields

  • Click the configure.svg Configure button on the top right of the roadmap.
  • Click on the Tag.svg Labels section and select which Drop down the field you want to visualize

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Project member fields

  • Click the configure.svg Configure button on the top right of the roadmap.
  • Click on the User-1.svg People section and select which Custom Member field you want to visualize.

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Bulk editing custom fields

Click the checkboxes beside each feature name to add it to your bulk selection. Shift-click to add multiple features at once. When you're happy with your selection, use the bulk edit sidebar to make your changes. You can edit any type of custom field this way except Description fields. 
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Associating a custom field with specific products

 

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Custom fields work on the basis of product association. If you want to use them for features belonging to certain products, you have to associate them with that product. You can associate a custom field with a product from the custom field's sidebar. 
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When you bulk select features, only custom fields that are associated with at least one of the products in your selection will appear in the bulk edit sidebar. If one or more features belong to a product that is not associated with that custom field, a pop-up will appear, asking users if they want to create the association.

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See also:

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