Adding Custom Fields

Quick reference

• 00:05 Trello gives us so many different ways in which we can add information to a card.
• 00:10 Whether it's colored labels, or text based labels.
• 00:13 Whether we want to add check lists and due dates, attachments, add members and
• 00:18 comments.
• 00:19 There's a variety of things in which we can add to each Trello card.
• 00:23 But what if you'd like to add something very specific?
• 00:26 What if you would like to add a custom field?
• 00:30 Well, there's a power-up for that.
• 00:33 By enabling the custom fields power-up,
• 00:36 you can add a variety of custom options to each of your Trello cards.
• 00:42 Let's select this gear icon, so we can edit our power-up settings.
• 00:48 So, when you first enable the custom field settings,
• 00:51 you will have no custom fields at all.
• 00:54 So, let's start by adding a custom field.
• 00:58 We can first start by naming the field, and
• 01:01 in this case I want to add an approved check box.
• 01:05 Let's say, I am working with a process, and
• 01:08 I want a check box that will show if that card has been approved, or not.
• 01:14 Now, below we have a few different ways that we can add a custom field.
• 01:18 It can be a text field, it can be a number field.
• 01:22 It can be a check box, that's what we're gonna use in my example.
• 01:25 But you can also add a date field, or even a drop down list with multiple options.
• 01:32 So, in this case I'm gonna select the check box field.
• 01:36 Now, the last choice that we're given here as if we want to show
• 01:41 this custom field on the front of the card.
• 01:44 Now, by default this will be unchecked.
• 01:47 And that means, that we won't see an icon,
• 01:50 we won't see any additional information on the front of the card.
• 01:54 But, because I find it quite useful,
• 01:57 I'm going to select this check box and select Save.
• 02:02 Now, this brings us back to the Custom Fields Settings area.
• 02:06 And here you can see the custom field in which I've added.
• 02:10 Now, I can either continue to add additional custom fields, or
• 02:14 I can always come back and edit this field, as well.
• 02:18 The last choice that we have on this menu is the actual button name.
• 02:23 By default this button will be labeled, Custom Fields.
• 02:27 But I can always change this in the future if I wish.
• 02:30 In this example, I'm going to leave it as custom fields.
• 02:34 So, let's close up this menu and let's open up a card.
• 02:39 Here, under the Power-Ups section, you can see our Custom Fields button.
• 02:45 And, remember, you can always change this label if you wish.
• 02:48 And by selecting this button we will get a list of all of our custom fields.
• 02:54 In my example, I've only added one.
• 02:57 So, I'm going to select approved.
• 02:59 I'm going to say, that I have approved this card and hit Save.
• 03:03 And you will also notice that this custom field appears near the top of the card.
• 03:08 In fact, it makes it very easy for me to toggle this check box on and off.
• 03:13 By just selecting the link I can toggle it from yes to no.
• 03:19 And when I close the card and when it has been approved,
• 03:22 you can see that I even see that text on the front of the card.
• 03:26 That can be very helpful.
• 03:27 Very useful to me, if I want to take a glance and
• 03:30 see which of my cards have been approved.
• 03:34 So, within your Power-Up menu, you can experiment with different custom fields.
• 03:40 You can add as many different custom fields as you like, and
• 03:44 remember the variety of types that you can use.
• 03:46 Text, number, check box, date, or even a drop down list.

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