Guides

Hello, you can add a new field to the Main Action field or Task by following the instructions below. 

• Add a field to a Task: 
  1. Go to Settings
  2. Select Properties
  3. Select Tasks.

Add Group:

1. Click Add Group & Field
2. Select Add Group and fill in the fields below:
   1. Name: Primary Group Name
   2. Description: Description
   3. Boards & Pipelines: Select the Boards & Pipelines in the Task pane you created. You can select multiple Boards & Pipelines here. If you don't select them, you may encounter issues with visibility of the properties you created.
   4. Always open: Option to keep the field open whenever you enter the task card.

3. Click the Save button to save.

    

Add Fields:

Click Add Group & Field again.

1. Select Add Property and fill in the fields below:
   1. Name: Specifies the name of the field to be created.
   2. Group: Select the previously created group name.
   3. Type: Select the type of field to fill.
   4. Show in card: The information will be visible outside the Properties task card you created. This will be the same as the information that appears outside the card when you select Company or Customer.
2. Click the Save button to save.

Edit the Task Field:

1. Go to Settings
2. Select Properties
3. Select Tasks
4. Edit Group Name: Select the group name you want to edit and click the edit button to enable editing.
5. Click the Save button to save.
6. Edit Property Name: Select the name of the field you want to edit and click the edit button to enable editing.
7. Click the Save button to save.

Delete the Task Field:

1. Go to Settings
2. Select Properties
3. Select Tasks
4. Choose Group Name: Select the group name to delete.
5. Click the Delete button to delete.
6. Choose Property Name: Select the name of the field to delete.
7. Click the Delete button to delete.fill in the fields below.
   • Name : Primary Group Name
   • Description : Description
   • Boards & Pipelines : Select the Boards & pipelines in the Task pane you created. You can select multiple Boards & pipelines here. If you don't select them, you will encounter the problem of not seeing the Properties you created.
   • Always open : Option to keep the field open whenever you enter the task card.
8. Click the Save button to save.
9. Click Add Group & Field again.
10. Select Add Property and fill in the fields below.
    • Name : Specifies the name of the field to be created.
    • Group : Selectthe previously created Group name .
    • Type : Select the type of field to fill. 
11. Show in card : The information will be visible outside the Properties task card you created. This will be the same as the information that appears outside the card when you select Company or Customer.
12. Click the Save button to save.
     

Edit the Task field: 

1. Go to Settings
2. Select Properties
3. Select Tasks .
4. Edit Group name : Select the group name you want to edit and click the edit button to enable editing.
5. Click the Save button to save.
6. Edit Property name : Select the name of the field you want to edit and click the edit button to enable editing.
7. Click the Save button to save.
    

Delete the Task field: 

1. Go to Settings
2. Select Properties
3. Select Tasks .
4. Choose Group name : Select the group name to delete.
5. Click the Delete button to delete.
6. Choose Property name : Select the name of the field to delete.
7. Click the Delete button to delete.