Custom fields allow you to add more information to your tasks in Rock. You can add custom fields to highlight characteristics such as the impact, priority or anything else that helps you further structure your workflow, project or team. Add custom fields to your tasks mini-app to document more information on what is happening within your different projects.
This product guide shares everything you should know about using custom fields in Rock.
1. Accessing the custom fields panel
Custom Fields are part of the PRO and Teams plans, if you want to make use of them you will have to upgrade your space to PRO. Check out our pricing page for more information about paid features in Rock.
Once your space has been upgraded, you can access the custom fields panel by pressing the gear icon ⚙️ in the top right corner of the tasks mini-app panel. This will open the custom fields panel, which has two tabs:
- Tasks fields panel: This tab allows you to manage the information fields displayed on the individual task level, add new fields and change their position in the task view.
- Board view fields panel: You can use this tab to manage the information displayed in the board view of your space’s tasks mini-app.
You can also access custom fields on a task level by selecting the three dots in the top right corner of your screen. Select the gear icon ⚙️ in the bottom of the list to reach the custom fields list
2. Task fields panel
The task fields tab shows the fields that are visible from the task level. All main tasks include: title, list, priority, assignees, label, sprint, start date, due date, description, checklist and attachments.
Of all fields, title and list are the only mandatory entries for a task to be created.
Adding a custom field
You can add a custom field in this panel by pressing “Add custom field” in the top right corner. Once open, three options appear:
- 💬 Short Text : Is a new field that allows 255 characters of text. You can add text, links or quickly mention something important in this field.
- 🔢 Number: Allows you to store a numerical value.
- 🔠 Dropdown: Create a dropdown menu with different options. You can use this field for priority levels, impact or any other elements relevant to your workflow. Dropdown menus can be adjusted after they have been created by pressing on the “<” next to the custom dropdown field in the tasks fields panel. Note that labels might be a better choice if you want to add a lot of different options to the dropdown menu.
You are able to change the position of some fields in the task view if you would like to do so. You can swap fields with the "=" sign to the left of the fields. In order to reposition fields you only have to drag them by pressing the "=" and positioning them where you’d like to see them on your task.
In addition to the mentioned fields, all custom fields can be positioned wherever preferred between the fields with an "=" icon.
3. The board view fields panel
The board view fields panel allows you to select which fields you want to see in the board view of your task board. This way you can pick and choose how much information is displayed in the task board view.
Whether you want to simplify your view and remove most options or work in a very technical way and see as much as possible, this functionality allows you to exactly filter what is displayed.
All you have to do to toggle the view of different views is press the eye icon in the right side of the panel.
All information in the board view can be removed except for:
- The task title
- The number of comments in the task
- The number of attachments in the task
Information removed from the board view will still be visible in the individual task. The image below represents the difference between selecting all fields in the board or hiding all of them.
You can reach out for help in the Rock Customer Support space on Rock if you have any questions about using custom fields.