Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

The Custom Fields feature lets you capture and tailor specific data points according to your project or organizational requirements, enhancing flexibility and granularity in OKR tracking and management.

cf1-20240213-100138.png

Custom field types

There are 9 Custom field types currently available. They are split into two categories depending on their position on the OKR form: Content Area & Right Panel.

cf5-20240213-105701.png

Here is the list:

  • Single-line text - text up to 37 symbols

  • Long text - text up to 2000 symbols

  • Link - up to 30 links can be added in a single field

  • Assignee - works like the Stakeholder field

  • Date - additional date field

  • Single-select - create your own dropdowns

  • Multi-select - create your own dropdowns

  • Number - numbers field, supports both negative and positive values

  • Money - numbers field with an addition of a currency icon

Custom field creation

To create a Custom field:

  1. Open “Settings”

  2. Go to the “Custom fields” tab

  3. Click “+ Create custom field”

  4. Choose your options & once ready, hit “Create”

During the creation process, you can modify the following:

  • The type of a field

  • Its name

  • OKR type for which this field will be available: Objective, Key Result, Jira Issue

  • Workspaces for which this field will be available

  • Help text that contains field description (not mandatory)

CleanShot 2024-02-13 at 13.11.01-20240213-111112.png

You can create up to 50 Custom field types

Custom Field visibility

All Custom field types are designed to be shown on an OKR form.

cf3-20240213-100858.png

Majority of them are also available to be added as columns to the table.
Here is the list of available columns:

  • Assignee

  • Date

  • Single-select

  • Multi-select

  • Number

  • Money

By default, the columns are hidden and need to be enabled.

cf3-20240213-111604.png

The added columns are also available in the filter.

cf6-20240213-112058.png
  • No labels

0 Comments

You are not logged in. Any changes you make will be marked as anonymous. You may want to Log In if you already have an account.