Custom Fields
Custom fields are managed from Workspace settings -> Custom Fields. They are workspace-wide, which means every board in the workspace uses the same field catalogue.
Use custom fields for structured information your team wants to show on cards, filter by, group by, sort, import, export, or report on.
Open custom field settings
- Open the workspace.
- Go to Workspace settings.
- Choose Custom Fields.
The page shows a field creation row at the top and the current workspace fields below it.
If the workspace has no fields yet, Kanera shows No custom fields yet.
Add a field
Use the field creation row to add a workspace field.
- Pick an icon.
- Enter the field name.
- Choose a field type.
- If the type supports it, choose whether the field allows multiple values.
- Click Add field.
Custom field names must be unique within a workspace. If a matching field already exists, Kanera will ask you to choose another name.
Field types
Kanera supports these field types from workspace settings:
| Type | Use |
|---|---|
| Text | Short free-form values, such as a branch name, reference code, client, or campaign. |
| Number | Hours, scores, budgets, quantities, estimates, or other numeric values. |
| Checkbox | Simple yes/no flags. |
| Select | A controlled list of options. |
| Date | Due dates, launch dates, SLA dates, or review dates. |
| URL | Links to external resources such as designs, pull requests, documents, or tickets. |
| User | A workspace member connected to the card. |
Select and User fields can be switched between single value and multiple values. Other field types always store one value.
Manage existing fields
Each field appears as a draggable row. From that row, you can:
- Drag the field to change its order.
- Change the field icon.
- Click the field name to rename it.
- Toggle multiple values for Select and User fields.
- Toggle whether the field is shown on card fronts.
- Delete the field.
Field order affects how fields appear elsewhere in Kanera, including card details and list-style views.
Show or hide fields on cards
The eye button controls whether a field is shown on card fronts.
- Eye on: the field is visible on card fronts when the card has a value for it.
- Eye off: the field is hidden from card fronts, but still available in card details and views.
Show fields that help people scan a board quickly, such as Priority, Due Date, Client, Severity, or Effort.
Hide fields that are useful but too detailed for the board surface, such as internal reference links or reporting-only metadata.
Select field options
Select fields have an option editor directly inside the field row.
For each option, you can:
- Rename the option.
- Change its color.
- Delete the option.
- Drag options into a different order.
You can also add a new option from the option row at the bottom of the field.
Option order controls how choices appear when someone sets that field on a card.
Multiple values
Only Select and User fields support multiple values.
Use multiple values when more than one answer can be true:
| Field | Multiple values help when |
|---|---|
| Platform | A card affects Web, iOS, and Android. |
| Reviewer | Several people need to review the same card. |
| Department | Work crosses multiple teams. |
| Tag-style category | A card belongs to more than one controlled category. |
Keep fields single-value when the card should have one clear answer, such as Priority, Status, Severity, or Owner.
Delete a field
Deleting a field permanently removes the field and all of its values from every card in the workspace.
Kanera asks for confirmation before deleting a custom field. Use this carefully, especially on fields that have been used across multiple boards.
If you only want to make a field less visible, hide it from card fronts instead of deleting it.
Good field design
Create fields that will be reused across boards in the same workspace.
Good workspace-wide fields:
- Priority.
- Client.
- Effort.
- Risk.
- Severity.
- Target Release.
- Product Owner.
- Asset URL.
- SLA Date.
Avoid creating a custom field for one-off notes. Put one-off details in the card description or comments.