You can create custom fields to appear in your Bar details to help standardize roadmaps across your account.
Creating Custom Fields
Admins can create custom fields from their account settings page. Once added, the custom field will appear in all roadmaps across the account. Today, custom fields are open text fields that you can apply a custom label to.
Admins on Professional and Enterprise Plans, have the option to add up to five open text fields. This is set to the account level, and once saved it will apply for any roadmaps on the account. Custom Text Fields are managed under the Standardize tab at the Account Settings.
Note: You can also delete custom fields from your Settings, as well. Please note that this will delete that field across all roadmaps and any data that may have been populated in that field.
Utilizing Custom Fields
Once configured, you can click on a Bar or Container on your roadmap to enter text into the custom field(s).
You can also choose to view your custom field as a column in your roadmap's Table Layout.
By default, custom fields will not be selected to display but you can turn them on by clicking on the gear icon in the right corner of your Table Layout and checking the box next to the Custom Field.
This feature is available on both Professional and Enterprise plans along with Trials.
For information on upgrading to our Professional or Enterprise subscriptions email us at email@example.com.