Create custom fields on cards

Sooner or later title, description and due date stop being enough. An agency wants the client number visible, an engineering team the estimate, a sales board the deal value. That is what custom fields are for. They are available from Private Plus upwards.

What you need

• Private Plus or higher — see pricing.
• The board you want the fields on. Custom fields are per board, not workspace-wide.
• Rights to manage the board.

1. Check your plan

Custom fields belong to the "custom fields" capability, unlocked from Private Plus. On Free the card stays with its built-in fields.

2. Pick the right field type

Zuuna has eight types, and the choice decides whether you can report on the field later:

• Text — for anything free-form: client number, ticket reference, a note.
• Number — with an optional unit (€, %, kg, hrs). Use this for anything you want to total.
• Date — for dates alongside the due date, such as "approved on".
• Select — a fixed list, exactly one value. Ideal for categories.
• Multi-select — the same list, several values at once.
• People — points at real members, e.g. "approver" alongside the assignee.
• Tags — freely typed keywords, each optionally coloured.
• Rating — 1 to 5 stars. Everyone votes individually; the average is shown.

Rule of thumb: anything you will want to filter or report on belongs in select or number — not in a text field.

3. Create the field

In the board settings, add the field, name it and pick the type. For select and multi-select you define the possible values straight away. Choose names someone joining next week would understand — "CN" is obvious today and a riddle in six months.

4. Hide built-in fields

Just as useful as adding fields: removing them. If a board has no use for story points or priority, hide those fields. A card with four relevant fields gets filled in; a card with twelve, eight of which stay empty, does not.

5. Rename fields

The built-in fields can be renamed board-wide — title, column, type, priority. If your team says "job" rather than "card", or "phase" rather than "column", label it that way. Software that speaks the team's language gets used; software you have to translate gets worked around.

6. Use the fields in the table view and exports

Fields you create appear as columns in the table view (also Private Plus and above) — sortable and filterable, like a spreadsheet with a real board behind it. On export they travel as their own columns, so analysis in Excel remains possible.

Troubleshooting

• No menu entry for custom fields. Your plan does not include them. They appear from Private Plus.
• The field is missing on another board. Expected — fields are per board and are created there separately.
• Not selectable during an import. Mapping a spreadsheet column onto a custom field needs the same plan. Without it, import that column into the description.
• You cannot total the values. The field is probably a text field. Recreate it as a number.

Next steps

• Import an Excel spreadsheet as a kanban board — map spreadsheet columns straight onto custom fields.
• Set up board automations — have fields set for you.
• Pricing.