FanDesk

Custom Fields

Custom fields let you track additional information on tasks beyond the defaults.

Field Types

FanDesk supports these custom field types:

TypeDescriptionExample
TextSingle line text"Feature name"
NumberNumeric value"Story points", "Hours"
SelectSingle dropdown choice"Priority tier"
Multi-selectMultiple choices"Labels"
DateDate/time picker"Target release"
PersonUser reference"Reviewer"
CheckboxBoolean toggle"Needs design"
URLLink field"Figma link"
EmailEmail address"Customer email"
PhonePhone number"Contact phone"
FilesAttachments"Screenshots"
RelationLink to tasks/contacts"Related tasks"

Creating Custom Fields

  1. Open project settings
  2. Go to Custom Fields
  3. Click + Add Field
  4. Configure:
    • Name
    • Type
    • Options (for select fields)
    • Required (yes/no)
    • Show on card (visible in kanban)

Field Groups

Organize fields into groups:

Task Details
├── Priority
├── Story Points
└── Labels

Technical
├── Figma Link
├── API Endpoint
└── Database Impact

Groups appear as collapsible sections when editing tasks.

Select Field Options

For Select and Multi-select fields:

  1. Add options when creating the field
  2. Each option can have:
    • Label
    • Color (for visual distinction)

Example "Priority Tier" field:

  • P0 - Critical (red)
  • P1 - High (orange)
  • P2 - Medium (yellow)
  • P3 - Low (gray)

Number Field Configuration

Number fields support:

SettingDescription
CurrencyDisplay as money ($100)
FormatDecimal places
Min/MaxValidation limits

Using Fields in Views

Table View

All custom fields appear as columns. Click headers to sort.

Board View

Fields marked "Show on card" appear on task cards.

Filters

Filter tasks by custom field values:

  • "Show tasks where Story Points > 3"
  • "Show tasks with Label = Bug"

Template Fields

Project templates include pre-configured fields:

Engineering Template:

  • Priority (Select)
  • Labels (Multi-select: Bug, Feature, Tech Debt, Docs)
  • Story Points (Number)

Sales Template:

  • Deal Value (Number with currency)
  • Probability (Select: 10%, 25%, 50%, 75%, 90%)
  • Expected Close (Date)

Next: Learn about project analytics in Analytics.

Need help? Contact us at hello@fandesk.live