Project Card Fields
Customize the information displayed on project cards within your Project Boards to show the data most relevant to your team.
Overview
Within each Project Board (Sales, Design, Production), projects are displayed as cards in columns representing stages. The fields shown on these project cards can be customized to display information relevant to each board and your business needs.
Accessing Card Field Settings
To customize the Project Card Fields:
- Navigate to the Project Board you want to customize (Sales, Design, or Production)
- Click the Configure Board button at the bottom-right of the screen
- Click on the Fields tab
Available Options
Show Project Address
The most common option is Show Project Address, which displays the project's address at the top of each project card. This helps quickly identify projects by location.
Toggle this option on or off based on your preference.
Field List
Below the address option, you'll see a list of all available fields that can be displayed on project cards. Each field has a toggle to enable or disable its display.
Configuring Fields
Enabling a Field
- Find the field in the list
- Click the toggle to turn it ON (toggle will be highlighted)
- The field will now appear on all project cards for that board
Disabling a Field
- Find the field in the list
- Click the toggle to turn it OFF (toggle will be grayed out)
- The field will no longer appear on project cards
Available Fields
Common fields you can display include:
| Field | Description |
|---|---|
| Project Address | Street address of the project |
| Contact Name | Primary contact/client name |
| Phone Number | Contact phone number |
| Contact email address | |
| Sales Person | Assigned sales representative |
| Designer | Assigned designer |
| Project Manager | Assigned project manager |
| Predicted Close Date | Expected close date |
| Sold Amount | Contract value |
| Division | Project division |
| Project Type | Type of project |
| Stage | Current stage (shown by column) |
| Created Date | When the project was created |
| Last Activity | Date of last activity |
The available fields may vary based on your company's configuration and any custom fields that have been created.
Board-Specific Configuration
Each board (Sales, Design, Production) has its own field configuration. This allows you to show different information based on the context:
Sales Board Recommendations
- Contact Name
- Phone Number
- Predicted Close Date
- Sold Amount (or Predicted Budget)
- Sales Person
Design Board Recommendations
- Contact Name
- Designer
- Project Type
- Division
Production Board Recommendations
- Project Address
- Project Manager
- Lead Carpenter
- Start Date
- Completion Date
Custom Fields on Cards
If your company has created custom fields (in Settings > Form Fields), these can also be displayed on project cards:
- When creating or editing a custom field, enable Show on Board
- The field will then appear in the card field configuration list
- Enable it for the boards where you want it displayed
Best Practices
Keep Cards Scannable
- Limit displayed fields to 4-6 items
- Show only the most important information
- Too many fields make cards cluttered and hard to read
Consider Your Workflow
- Sales boards: Focus on contact info and deal value
- Design boards: Focus on team assignments and project type
- Production boards: Focus on dates and field assignments
Use Address Strategically
- Enable "Show Project Address" if your team identifies projects by location
- Disable it if project titles are more meaningful to your team
Review Regularly
- As your processes evolve, revisit card configurations
- Add or remove fields based on team feedback
Viewing Changes
After configuring fields:
- Close the configuration panel
- Project cards will immediately reflect your changes
- All users viewing that board will see the updated card layout
Per-User vs. Company-Wide Settings
Card field configurations are company-wide settings. When an administrator changes the displayed fields:
- All users see the same fields on project cards
- Changes take effect immediately for everyone
- Individual users cannot customize their own view