{"id":12756,"date":"2016-09-30T12:48:57","date_gmt":"2016-09-30T17:48:57","guid":{"rendered":"https:\/\/blog.planview.com\/?p=12756"},"modified":"2020-03-02T12:51:24","modified_gmt":"2020-03-02T18:51:24","slug":"whats-new-greater-flexibility-with-custom-fields","status":"publish","type":"post","link":"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/","title":{"rendered":"What\u2019s New: Greater Flexibility with Custom Fields"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12757\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_Product_BlogHeader-1024x614.jpg\" alt=\"\" width=\"1024\" height=\"614\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_Product_BlogHeader-1024x614.jpg 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_Product_BlogHeader-1024x614-300x180.jpg 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_Product_BlogHeader-1024x614-768x461.jpg 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_Product_BlogHeader-1024x614-750x450.jpg 750w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>With the launch of\u00a0<strong>Custom Fields<\/strong>, you can now capture additional information in your Kanban cards that\u2019s unique to your organization or team. This gives you greater flexibility to tailor Planview AgilePlace to meet the needs of your business as your Lean initiative grows.<\/p>\n<p>Whether you\u2019re in IT operations, software development, project management, marketing or HR, there\u2019s information that relates specifically to your workflow. Do you need to store a unique system ID number, or pass it over from another system? Perhaps you want to identify work items that relate to a specific product line. Or maybe it would be valuable to track the customer who requested the work.<\/p>\n<p><strong>Custom Fields<\/strong>\u00a0gives you the ability to store this information in your Kanban cards, in addition to our existing fields, offering you a choice of field types to capture data consistently across your organization.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/#Using_Custom_Fields\" >Using Custom Fields<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/#How_Custom_Fields_Works\" >How Custom Fields Works<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/#Share_Your_Thoughts\" >Share Your Thoughts<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Using_Custom_Fields\"><\/span>Using Custom Fields<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Custom Fields<\/strong>\u00a0provides an easy way to capture any additional information that teams need to get work done effectively.<\/p>\n<p>Customers who\u00a0<a title=\"\" href=https:\/\/www.planview.com\/products-solutions\/products\/leankit\/leankit-integrations\/ target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">integrate Planview AgilePlace with existing business applications<\/a>\u00a0find\u00a0<strong>Custom Fields<\/strong>\u00a0particularly useful for keeping teams in sync with each other. For example, if your Software Development team uses JIRA and your IT Operations team uses Planview AgilePlace, mapping critical fields in JIRA to Planview AgilePlace ensures that everyone has access to the same information at the same time. \u00a0This improves communication between cross-functional teams and eliminates time spent searching and manually updating information in multiple systems.<\/p>\n<p>You can also use our supporting API to extract custom field data for reporting purposes. For example, many of our enterprise customers like to combine data from Planview AgilePlace with data from an ERP system or internal database.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_Custom_Fields_Works\"><\/span>How Custom Fields Works<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Available in Planview AgilePlace\u2019s\u00a0<a title=\"\" href=https:\/\/www.planview.com\/products-solutions\/products\/leankit\/leankit-pricing\/ target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">Advanced and Enterprise editions<\/a>, the\u00a0<strong>Custom Fields<\/strong>\u00a0feature is configured at the board level. This gives each team the flexibility to determine the additional information that\u2019s most useful to them, whether it\u2019s to provide better context for the work or to capture it for reporting purposes.<\/p>\n<p>There are four types of fields for displaying various information that you can choose from, including:<\/p>\n<ul>\n<li><strong>Dropdown:<\/strong>\u00a0Your classic dropdown list with an option to select one choice.<\/li>\n<li><strong>Text:<\/strong>\u00a0This is a free-entry text field.<\/li>\n<li><strong>Number:<\/strong>\u00a0This field type validates the entry is a number (no letters allowed).<\/li>\n<li><strong>Date:<\/strong>\u00a0This field type validates the entry to be sure it\u2019s a date.<\/li>\n<\/ul>\n<p>Administrators can add and modify\u00a0<strong>Custom Fields<\/strong>\u00a0in just a few clicks. Learn more about how to configure\u00a0<strong>Custom Fields <\/strong><a title=\"\" href=\"https:\/\/success.planview.com\/Planview_LeanKit\/Boards\/Managing_Boards\/Configure_Custom_Fields\" target=\"_blank\" rel=\"noopener noreferrer\" data-ol-has-click-handler=\"\">here<\/a>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-12758\" src=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/Custom_Fields_SS-1024x491.jpg\" alt=\"\" width=\"1024\" height=\"491\" srcset=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/Custom_Fields_SS-1024x491.jpg 1024w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/Custom_Fields_SS-1024x491-300x144.jpg 300w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/Custom_Fields_SS-1024x491-768x368.jpg 768w, https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/Custom_Fields_SS-1024x491-750x360.jpg 750w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Share_Your_Thoughts\"><\/span>Share Your Thoughts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This first iteration of\u00a0<strong>Custom Fields<\/strong>\u00a0is another step towards enabling you to customize the information you need to capture in Planview AgilePlace. We value your feedback, so let us know how you\u2019re planning to use\u00a0<strong>Custom Fields<\/strong>\u00a0and how we can enhance it to meet your needs.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the launch of\u00a0Custom Fields, you can now capture additional information in your Kanban cards that\u2019s unique to your organization or team. This gives you greater flexibility to tailor Planview AgilePlace to meet the needs of your business as your Lean initiative grows. Whether you\u2019re in IT operations, software development, project management, marketing or HR,&#8230;<\/p>\n","protected":false},"author":47,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_editorskit_title_hidden":false,"_editorskit_reading_time":0,"_editorskit_is_block_options_detached":false,"_editorskit_block_options_position":"{}","footnotes":""},"categories":[38],"tags":[511],"class_list":["post-12756","post","type-post","status-publish","format-standard","hentry","category-work-collaboration","tag-leankit"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What\u2019s New: Greater Flexibility with Custom Fields - Blog | Planview<\/title>\n<meta name=\"description\" content=\"With the launch of\u00a0Custom Fields, you can now capture additional information in your Kanban cards that\u2019s unique to your organization or team.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What\u2019s New: Greater Flexibility with Custom Fields\" \/>\n<meta property=\"og:description\" content=\"With the launch of\u00a0Custom Fields, you can now capture additional information in your Kanban cards that\u2019s unique to your organization or team.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/\" \/>\n<meta property=\"og:site_name\" content=\"Planview Blog\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/pages\/Planview-Inc\/89422974772\" \/>\n<meta property=\"article:published_time\" content=\"2016-09-30T17:48:57+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-03-02T18:51:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_Product_BlogHeader-1024x614.jpg\" \/>\n<meta name=\"author\" content=\"Planview Blog\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Planview\" \/>\n<meta name=\"twitter:site\" content=\"@Planview\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Planview Blog\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/\"},\"author\":{\"name\":\"Planview Blog\",\"@id\":\"https:\/\/blog.planview.com\/#\/schema\/person\/fd58aa7028c738371555a4f6fe4032f4\"},\"headline\":\"What\u2019s New: Greater Flexibility with Custom Fields\",\"datePublished\":\"2016-09-30T17:48:57+00:00\",\"dateModified\":\"2020-03-02T18:51:24+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/\"},\"wordCount\":484,\"publisher\":{\"@id\":\"https:\/\/blog.planview.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.planview.com\/wp-content\/uploads\/2020\/03\/LK_Product_BlogHeader-1024x614.jpg\",\"keywords\":[\"LeanKit\"],\"articleSection\":[\"Work Management for Teams\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/\",\"url\":\"https:\/\/blog.planview.com\/whats-new-greater-flexibility-with-custom-fields\/\",\"name\":\"What\u2019s New: Greater Flexibility with Custom Fields - 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