Required properties/fields for cards on a board
You can customize the required properties/fields for cards on a certain board. By doing this you''ll set the required rules of of working with cards and will no longer have to waste time searching for the necessary information. It is enough to configure the required fields for a specific board once, and the performers will immediately indicate all the necessary data for the task.
For example, a there is a sales department board. All transaction cards must contain the following information: transaction amount, contact name and position.
But it should be noted that the Deal card type is used on other boards in this space, and there is no need for data that is important for the sales department to be reflected on cards created on those boards.
In this case, it is convenient to configure the required fields specifically for the sales department board.
How to set up required fields/properties for a board
Click on the three dots in the upper right corner of the board → Properties of the card suggested for filling.
In the window that appears, click «Add property»
Select fields and configure in which columns and lanes and in what types of cards they will appear
Check the box «Required», if you want some properties to be obligatory for filling in.
Click «Save»
This is how the card with the required property «Due date» looks like:
In case the required property is not filled in there will be a yellow banner indicating that required properties are missing:
