Custom Fields

Custom Fields can be added to cards by clicking the Gear icon in the top left, selecting “Card Settings”, and selecting the card type you want to add a Custom Field for.

Supported Custom Field Types

Rating Scales (Likert)

Your standard rating scale - great for quick input.

Rating scales have two variations, sentiment and star.

Note: Star rating scales can be adjusted to support between 3 and 10 inputs.

Sliders

Sliders are a variation of the rating scale. Instead of picking fixed values, adjust your selection on a sliding scale.

Yes / No (Checkbox)

Great for capturing true/false criteria.

Single Select

Great when you have a set of standard options, like small/medium/large.

Controlling display order

To customize the order in which custom fields display within the workspace, drag and sort the fields.

Displaying Custom Fields

Sometimes, you need to see sizing criteria side-by-side to make better decisions. Showing sizing criteria on the cards within the workspace view can be done by toggling the custom field display settings.

Tip: It’s much easier to compare and contrast when the tree is top-down-oriented.

Tip: Keeping the custom fields visible while casually exploring the workspace can slow you down with extra scrolling. Enabling the custom fields only when needed will keep the workspace tidy.

Filtering the Workspace by Custom Fields

Use the filters menu to show only cards that match one or more specific custom field values.

Compose custom fields together for advanced filtering.

Standard Custom Fields

All workspaces start with a few default Custom Fields on Opportunity cards: