You can pin the fields that matter most so they appear at the top of an item's sidebar. Admins can set a pinned field order for each item type that applies to everyone in the workspace. Any member can also pin fields for their own view.
This helps teams fill in the right fields consistently, and lets each person see the fields relevant to their work first.
In this article:
- How field order works in the sidebar
- Setting the workspace field order
- Pinning fields for yourself
- Limitations
- See also
How field order works in the sidebar
When you open an item's sidebar, its fields appear in three groups:
- Workspace pins: Fields an admin has pinned for that item type, in the order the admin set. Every member sees these the same way.
- Personal pins: Fields you've pinned for yourself, in your own order. This section is shown separately from the workspace pins, and only you see it.
- More fields: Every other field assigned to that item type. Fields with a value appear first, followed by empty fields. Each group is sorted alphabetically.
Field order is set per item type. For example, the order for features is separate from the order for initiatives or components.
You can pin default fields, custom fields, drivers, and tasks. A field only appears in an item's sidebar (and can only be pinned there) if it's assigned to that item type.
Setting the workspace field order
Workspace pins apply to every member of your workspace. You must be an admin to change them. If you are:
- From the Main menu, click Settings > Fields.
- Click Customize field order.
- Select the item type you want to set the order for.
- Find fields under More fields and click Pin to add them to the Pinned for everyone section.
- Click Unpin beside fields in the Pinned for everyone section to remove them from the pinned view in the item type's sidebar.
- Click and drag the handles to the left of each pinned field to set the order in which they'll appear in the item type's sidebar.
Repeat these steps for each item type you want to customize.
Tip: Admins can also start from an item's sidebar. Click Pin for everyone on a field to open the Customize field order page for that item type.
Pinning fields for yourself
Any member can pin fields to their own personal pins section. Personal pins don't change what other members see, and they don't affect the workspace field order.
- Open any item to view its sidebar. Under Fields, you'll see the fields pinned for everyone, in order, at the top of the section.
- Below that, click More fields.
- Hover over the field you want to pin, then click Pin for me to add it to the My pinned fields section. You can unpin fields from that section the same way.
Like workspace pins, personal pins are set per item type. Fields you pin on a feature appear on all features, but not on other item types.
You can also drag and drop personal pins using their handles to reorder them.
Limitations
- Formulas don't appear in the item sidebar, so you can't pin them. They're listed on the Fields page but not on the Customize field order page.
- Some fields, such as an item's name, health, and work progress, appear elsewhere in the sidebar and can't be pinned.
- When you delete a custom field, Productboard removes it from the workspace field order and from every member's personal pins.
- The order of fields under More fields can't be changed. Pin a field to control where it appears.