How to use Custom fields in Trello

How to use Custom fields in Trello

How to use Custom fields in Trello

If you have added custom fields to your Trello board, they will be automatically imported and available in your dashboard. You can use them for:

  • Assigning estimates for tasks

    • Set size, story points, hours - whatever you use for estimating effort

    • Track sprints and milestones using estimates

  • Grouping and filtering by a custom field

    • See the number of open/completed tasks per custom field

    • See total estimated work per custom fields

    • Track metrics like lead & cycle times per custom field

Once you add a field to a board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime at the integration settings).

Once synced, your Dropdown custom fields become available for grouping and filtering data. Number custom fields can be used for, e.g., assigning estimates or other kinds of weights such as monetary value for individual cards. 

Other fields types such as Text, Date, or Checkbox can be used as columns in the Task list chart.  

If you have added custom fields to your Trello board, they will be automatically imported and available in your dashboard. You can use them for:

  • Assigning estimates for tasks

    • Set size, story points, hours - whatever you use for estimating effort

    • Track sprints and milestones using estimates

  • Grouping and filtering by a custom field

    • See the number of open/completed tasks per custom field

    • See total estimated work per custom fields

    • Track metrics like lead & cycle times per custom field

Once you add a field to a board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime at the integration settings).

Once synced, your Dropdown custom fields become available for grouping and filtering data. Number custom fields can be used for, e.g., assigning estimates or other kinds of weights such as monetary value for individual cards. 

Other fields types such as Text, Date, or Checkbox can be used as columns in the Task list chart.  

If you have added custom fields to your Trello board, they will be automatically imported and available in your dashboard. You can use them for:

  • Assigning estimates for tasks

    • Set size, story points, hours - whatever you use for estimating effort

    • Track sprints and milestones using estimates

  • Grouping and filtering by a custom field

    • See the number of open/completed tasks per custom field

    • See total estimated work per custom fields

    • Track metrics like lead & cycle times per custom field

Once you add a field to a board, it is imported during the next data sync (the data is synced automatically once per hour, and you can trigger sync manually anytime at the integration settings).

Once synced, your Dropdown custom fields become available for grouping and filtering data. Number custom fields can be used for, e.g., assigning estimates or other kinds of weights such as monetary value for individual cards. 

Other fields types such as Text, Date, or Checkbox can be used as columns in the Task list chart.  

Setting weights for cards using a custom field

To set weight or estimate using a custom field, add the Custom fields Power-up to your board. Then assign a value for each card in your project. The default value is zero if no value is given. 

Screenful will automatically make all Number fields available in the Unit field in the chart settings. If you have a Dropdown field that you'd like to use as a unit, you can change the field mapping

Learn more about assigning estimates to Trello cards.

Adjust the charts with quick menus

Some of the charts display grouped data. You can change the grouping by selecting a property from the Group by menu:

If a chart displays time-based data, you can adjust the date range:

Notice that the length of the available history depends on the plan. For trial accounts, it is six months.