Customize cards on a board

Transcript

Workfront provides the most common information typically needed for a work item. Things like who’s assigned to the work, when it should be completed, where in the process the work is, etc. And that’s a good basis to start from. However, some of that information may not be needed for your team to get work done. And there might be other pieces of information that need to be displayed. With Cards, you can customize the fields shown so you and your team can easily get to that information and get work done faster. That customization happens through the Configure option available on a board. When in a board, click Configure to pop out the configuration panel. Then, click on the section titled Cards. Here you’ll find several areas where card modification happens. In the Card Fields section, you’ll see the default fields that appear on a card. It’s first recommended that you hide any of the default fields you don’t need first. And there are two ways to do that. One, you can hide it within the Condensed Card view. That’s what we see when we’re looking at all the cards on the board. Or two, you can remove it from both the Condensed view and the Full view, which is what you see when we click on the card. For example, let’s say you don’t need to see the assignees or the status in the Condensed view, since your columns are organized by team members and tags show the status the work is in. However, you still want that information to show when you go to the Full view of the card. So, to remove those fields from the Condensed view, click the eye icon to the right of each field. Once you do that, you’ll no longer see those fields from the board. Instead, you’ll need to go to the Full view of the card. Those fields can be hidden for both views. Click the toggle to the left of the field. Now that you’ve hidden the default fields that you won’t use, let’s add some additional information that’ll help you get work completed. From here, you can add custom fields that have been created in the system. To add those fields, click Add Custom Field. Select if the field you’re looking for was created for either a task or an issue object. In the Field Value field, enter the name of the custom field you’re looking for. You’ll see that as you start to type, a list of options appear, regardless of what object they’re associated with. Scroll through the list until you find the field you’re looking for and click on it. When done, click Save Field. That field is now added to the list of fields that will appear on the Full view of the card. When looking at the card in Full view, you’ll notice there are sections listed to the left. This refers to the different areas shown on the card and allows you to jump to each section quickly. Within the Customization panel, you can, just like fields, hide those sections from showing in the Full view. There are two sections, Connected Card and Checklist Items, that can be hidden from the Condensed view as well. Whatever decisions you make, being able to customize what is shown on a card helps your team find the information they need to get work done easily and quickly.