We've added support for custom fields in Trello and Asana!
Feb 28, 2018
We're happy to let you know that we've now added support for custom fields in Trello and Asana (Jira support coming soon). You can now have your custom fields surfaced throughout your dashboard and can use them for:
- Assigning estimates for your tasks
- Set size, story points, hours, fibonacci numbers - whatever you use for estimating effort
- Track your sprints and milestones using estimates
- Click through to see estimates of individual tasks
- Tracking metrics per custom field
- See the number of tasks completed per custom field
- See the number of open tasks per custom field
- See total estimated work per custom fields
- Filter data by custom fields
- Track lead & cycle times per custom field
That means that your custom fields are fully integrated to all the features in your dashboard and are available in all the reports you might want to have them included in. If you're not yet using custom fields, now is a good time to give them a try!
Adding custom fields to your projects
To get started with custom fields, first add them to your board:
Once you add a field, it is automatically imported to you dashboard during the next data sync (the data is synced once per hour and you can trigger sync manually anytime at the integration settings). Once synced, your drop-down custom fields become available for grouping and filtering data. Numeric custom fields can be used for e.g. assigning estimates, or other kind of weights such as monetary value for individual tasks.
Grouping and filtering with custom fields
Custom fields that are of type drop-down become available in the group by menus so you can use them for grouping data in the charts. Here's an example how they can be used for grouping in the Open tasks chart (click to enlarge):
This chart is grouped by Epic, a drop down custom field added to the Trello board. The breakdown overlay shows the number of open tasks per Epic. This is just an example of how you can extend Trello's core feature using custom fields, in this case grouping tasks to Epics. You can probably think of many other uses for custom fields!
Here are the steps required to produce this chart:
- Add a drop-down custom field named 'Epic' to your Trello board
- Add list options for the custom field in Trello
- For each Trello card, select one of the drop down list options
- In Screenful, select Epic from the Group by menu
Assigning estimates for tasks
Numeric custom fields can used for calculating metrics such as the estimated effort to complete a task. Once you've added a custom field of type Number, it will become available in the Unit menu in the chart settings.
In the Task Status screen, when Story points is selected as the unit, the rightmost column reports the total Story points in each state:
Instead of just seeing the total number of tasks, you can now see the total estimated work per tasks per individual. Numeric custom fields, such as 'Story points' in this example, is a great way to extend the data available for reporting in your dashboard.
Custom fields allow you to associate your own data with the tasks and have them reported in your dashboard. You can import virtually any data using custom fields. You can set values for your custom fields either manually or automatically via the API. Your imagination is the only limit for what you can add to your reports with this feature!
We hope you enjoy this release as much as we do. Please do not hesitate to contact us any time at email@example.com if you have questions or feedback.