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
- Associate a custom field with a product
- Workspace member custom fields
- Text custom fields
- Number custom fields
- Dropdown custom fields
- Description Custom Fields
- Additional examples
- Bulk editing of custom fields
- Visualize custom fields on a roadmap
Adding new custom fields
Get started with custom columns by clicking the Add columns button and selecting #Custom fields:
Associate a custom field with a product
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 in a custom field sidebar. You can access the custom field sidebar by clicking the Add columns button, selecting # Custom fields, and then clicking on the custom field's name.
Workspace member custom fields
Use the workspace 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).
Text custom fields
Display random notes, URLs, the name of the team that is working on a feature, names of additional stakeholders, etc.
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:
Number custom fields
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.
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.
Dropdown custom fields
Indicate a feature’s marketing launch tier. Filter features based on any combination of values.
Dropdown custom fields can be great for defining your investment categories, such as growth, retention, or technical improvements.
Support for any emoji you’d like!
Additional examples:
- Feature type: hypothesis, feature, improvement, bug, issue, need, delight
- Platform: iOS, Android, web app
Description Custom Fields
Use the Description Custom Field to display a long formatted text such as Description, Acceptance Criteria, and Release notes.
FAQ
Can you bulk edit this type of field?
- No, the description field will not be bulk editable in this release.
Can you visualize this type of field on the roadmap?
- No, we haven’t heard about a compelling and meaningful use case so it is out of scope for this release
Bulk editing of custom fields
To edit custom fields on multiple features, you can use the bulk edit of custom fields.
You can select features with a checkmark next to the feature, and the bulk editor will open.
Tip: If you want to select more features that are under each other, select the top one, hold the shift key and then select the last feature. All the features in between the first and last feature will get selected.
Once you’ve selected all the features, you can go to the section of the sidebar that you want to edit. You can edit 4 types of custom fields:
- Dropdowns
- Numbers
- Texts
- Members
Note: Only custom fields that are associated with at least one of the products that the feature belongs to will appear here. To learn more about product associations, see Associate a custom field with a product
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.
Visualize custom fields on a roadmap
Visualize a Custom drop-down field
To add this custom member field to your roadmap:
- Click the
Configure button on the top right of the roadmap.
- Click on the
Labels section and select which Drop down the field you want to visualize
Visualize Custom member field
You can now also visualize the Custom member field on a roadmap.
To add this custom member field to your roadmap:
- Click the
- Click on the
People section and select which Custom Member field you want to visualize.
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