Top buttons

Each card has a set of six top buttons: due date, assignees, labels, attachments, checklists and comments. 

The top buttons are displayed in all phases unless you choose to disable them or add a field of one of these types with the option to 'synchronize this field with the card's fixed field' option.

Types of fields:

When adding a new field to a form/phase, you'll see a menu with all available field types. They're divided into standard fields and advanced fields.

Standard fields

Short Text

This is the field type for when asking for information that can be answered with fewer words, such as first name, last name, address, etc.

Long text

Use this field when asking for a longer text input. You can open a long text field when asking for detailed information, for example;

Statement

This is the field to use when giving instructions about the phase. It doesn’t generate any input boxes or options to be checked, it’s just shown as plain text on your phase.

Attachment

Use this field to attach external archives to your card in a phase such as scanned receipts when asking for a refund.

You have the option of setting a custom validation when setting up this field so that users can only upload fields with a specific extension.  

Checkbox (horizontal and vertical)

Create checklists (horizontal or vertical) in which one or more options can be selected. 

Assignee select

Assign a member of your Pipe to be responsible for the card. No need to manually input the names, all your Pipe’s members will be shown on a dropdown list if you select this type. Note that you can also auto-assign someone to a particular phase in your phase settings, and that Assignee Select is a fixed field. 

Date and datetime

These fields must be used when the information you’re asking for should be answered with a date or date and time.

Due date

The due date field should be used when asking for the card’s due date. This data will be displayed on the closed card and used to track the completion of the activity.

Labels

This field type creates a dropdown list of all the pre-existing labels in your pipe to choose from (no need to input the options manually - they can be changed on your Pipe’s Settings);

E-mail

Field for e-mail input (with field validation for common e-mail format such as name@domain.com);

Phone

These must be used for inputting phone numbers 

Dropdown select and Radio (horizontal or vertical)

Multiple choice fields in which the user can only select one option from. The dropdown select field is better suited to situations when you have more options (city list, state list, etc.).

Time

Use this field to ask for an answer in time format - hours and minutes.

Numeric

This field should be used when the info you ask for in your field’s description must be answered in a simple numeric format (excluding date, time and currency formats, they all have their specific fields);

Currency

Use this field to input amounts of money (such as how much the person asking for an expense reimbursement spent).

Document ID

Fields for inserting Brazilian document numbers*: CPF is for people and CNPJ is for companies

* Fields with specific input restrictions and number formats

Advanced fields

Card ID

This field is automatically generated when the card is created. It's the card's unique ID.

Connection Field

Use this field to create connected cards/database records (or link to existing ones) from a specific phase of your process. 

Related articles

Did this answer your question?