Users with the following access: Users with TASK_DASHBOARD:ADMIN access.
Adding a Custom field
1. Open the shared board and click its gear/Settings icon.
2. Go to the Fields tab.
3. Click Add Field.
4. Choose a field type:
- Text — free-form text entry.
- Numeric — numbers only.
- Date — a date picker.
- Picklist (single-select) — choose one option from a list you
define.
- Picklist (multi-select) — choose one or more options from a
list you define.
5. Name the field, mark it Required if it must always be filled in, and (for picklist fields) enter the selectable options.
6. Add. The field now appears in the task creation form and in the task details sidebar for every task on this board.
Edit/Delete a Custom field
From the same Fields tab, you can edit an existing field's name, options, or required setting, or delete a field that's no longer needed. Removing a field removes it from all tasks on the board.
