Guides

How-To

How to use Custom fields in Trello

Guides

How-To

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.  

Guide contents:

Setting weights for cards using a custom field

Grouping and filtering by a custom field

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.

Grouping and filtering by a custom field

Custom fields of type Dropdown become available in the group by menus so you can use them to group data in the charts. Here's an example of how they can be used for grouping in the Open tasks chart:

This chart is grouped by Product Category, a drop-down custom field added to the Trello board. The breakdown overlay shows the number of open tasks per Category.

Here are the steps required to produce this chart:

  1. Add a Drop down custom field named Product Category to your Trello board

  2. Add available categories (dropdown options for the custom field)

  3. For each card in your Trello board, select one of the categories from the Category menu

  4. In Screenful, select Product Category from the Group by menu

This is just an example of how you can extend Trello's core features using custom fields, in this case assigning tasks to Categories. You can probably think of many other uses for custom fields!

Learn more about Using custom fields in custom charts.