Custom fields let you capture exactly the data your business needs. Setting them up correctly means your team always has the right information at their fingertips, reducing back-and-forth and keeping projects on track.

Navigate to the“Manage Database” and click“Database” section from the main menu.

Go to“Stages” in theDatabasemenu.

Select“Stages” and then choose“Kanban View Fields”. Then select the right job stage from the dropdown menu.

Drag and drop the required fields in the appropriate stages.

💡 A project manager updates their Kanban board to show customer phone numbers and install dates front-and-center, so their field team can see the most important details without clicking into each project.