Customize which fields are displayed on a card
By default, all available fields are displayed on a card, both in the the full view when the card is open, and in the condensed card view on the board. You can customize which fields are displayed by:
- Disabling a field so it is not displayed in either view
- Hiding a field on the condensed card view
If a field contains a value and you disable the field, the value is retained if you enable the field again later.
Sections (which appear as the left navigation options on the card details) are also available to display and hide.
You can also display custom fields that were previously created. You can’t design and create new custom fields within a board.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront | Any |
| ÃÛ¶¹ÊÓƵ Workfront license |
New: Contributor or higher or Current: Request or higher |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Configure cards configure-cards
-
Click the Main Menu icon
-
Access a board. For information, see Create or edit a board.
-
Click Configure on the right of the board to open the Configure panel.
-
Expand Cards.
Most fields and sections are enabled by default.
-
Turn off a field or section to disable it in both card views.
-
Click the Hide icon
-
To display all of the fields and sections in both views, click Restore all fields to default.
-
Click Hide configure to close the Configure panel.
Add custom fields to cards
Custom fields are available on connected cards. They are only visible on the full card view, not the condensed view on the board.
The data on custom fields is editable on the card, though certain custom elements might only be available to edit on the original field and not on the card.
-
Access a board and click Configure to open the Configure panel.
-
Expand Cards.
-
Under Card Fields, click Add custom field.
-
Select Task or Issue.
The categories of available fields for tasks or issues appear. Expand a category to see all of the fields. You can also search for a field.
note note NOTE The following field types are not available to add to cards: ÃÛ¶¹ÊÓƵ XD, Image, PDF, Video. -
Select the field name.
-
(Optional) Click in the Field value field to change this custom field to a different one.
-
(Optional) Change the Field label to the field name you want to appear on cards.
-
When you are finished making changes, click Save field.
The custom field is added to the list of available fields and is enabled by default. You can disable the custom field following the steps in the Configure cards section above, edit the field, or delete it from all cards.
Display or hide archived cards
You must turn on a configuration setting to display archived cards on a board.
-
Access a board and click Configure to open the Configure panel.
-
Expand Cards.
-
Turn on Display archived cards on the board.
Now, you can filter the board to show any cards that have been archived. For details, see Filter and search in a board.
-
Click Hide configure to close the Configure panel.
Configure card falloff
To automatically remove cards from the board after a period of time, see Configure card falloff.