Create custom fields

4 minute read

Feature Note Box

This feature is available to:

Board admins

Click here to read about our roles and permission.

Operations Center offers full customization, empowering board admins to tailor each board to meet their team's specific needs. This article walks you through setting up your board's properties, adding columns and lanes to represent different process stages, and modifying their properties such as title and width.

Open board settings

There are two ways to navigate to the board settings:

From the board itself, click on the gear icon located at the bottom left of the screen.

2. From the board overview page, where you can see all the boards you have access to, click the ellipsis (three dots) to open the context menu and select Settings.

Custom Fields in Operations Center

Custom fields in Operations Center provide the flexibility to adapt your board to your team’s unique needs. Whether you’re tracking key metrics, organizing resources, or capturing essential details, custom fields allow you to define and structure the data that matters most to your work.

How to create a custom field

Custom fields can be created at the system or board level, depending on the user's role. System-level custom fields are available across all boards, while board-level custom fields are limited to the selected board.

To create custom fields, click the Create Custom Field button, set the title, and choose the field type. After creation, you can add a description if needed and mark the field as read-only. When the Read Only checkbox is selected, users cannot edit that field—useful when a field is set through the API.

Custom Field Types

Currently, Operations Center offers the following custom field types:

Single Line Text: Allows users to enter text in a single line or row. Useful for shorter details such as a name, email address, or phone number.
Multi-Line Text: Enables users to enter text in multiple lines or rows. Ideal for longer details such as descriptions or comments.
Checkbox: Allows users to choose between two options, such as true/false, yes/no, or on/off. Suitable for questions requiring simple binary answers.
Whole Number: Allows users to enter whole numbers only, without any decimal points or fractions. Useful for numerical data.
Decimal Number: Allows users to enter numerical data that includes decimal points or fractions. Ideal for precise numerical data.
Date & Time: Allows users to enter date and time information. Often used for scheduling and time-tracking purposes.
Hyperlink: Allows users to enter a link or URL to a website, document, or other resources. Useful for additional project information.
Email: Allows users to enter an email address. Often used for communication purposes.
Single Select Dropdown: Allows users to select a single choice from available options.
Multi-Select Dropdown: Allows users to select multiple choices from available options.
Resources Single Select: Lets board admins specify the exact type of resource relevant to the custom field.
Resources Multi-Select: Lets board admins specify multiple resource types relevant to the custom field.

Custom Fields for Resources

In Operations Center, Custom Fields for Resources allow board admins to create dropdown fields that are specifically tailored to select resources for tasks, projects, or work items. This feature is particularly useful when certain information needs to be tracked in a standardized way, such as identifying which dispatcher worked on a specific task.

How to create custom Fields for Resources

After selecting the Resource single select or the Resource multi select custom field type, you can use the Edit filters to open the Filter resources popup.

Custom fields can be filtered just like board resources, and each custom field can have its unique set of filters. Click here to read our dedicated article on this topic.

How to use custom fields on your work items

After creating custom fields, you can add them to card layouts by clicking the Add field button, which opens a popup with all available fields. Click here to learn how!

Contact Support

If you have questions or need assistance, please reach out to our support team via OC-Support@genetec.com.