Custom fields in Kendis allow you to capture additional information that’s important for your planning and tracking, beyond the standard fields. You can use them to track business priorities, customer impact, tags, or any custom dimension your Organization needs. This guide will show you how to create a custom field, add it to your card layout, and start filtering and grouping your boards for richer insights.
You need to be a Super Admin in Kendis to create custom fields and edit layouts.
1. Create a Custom Field
Navigate to Custom Fields in Super Admin area
Go to the Custom Fields section in the left sidebar and click + Create New.
Navigate to Custom Fields
Enter Field Details
Give your field a name and optional description. Then choose the field type that suits your use case. For example, use Single Select to create a dropdown list of values.
Selecting Field Type
Adding Dropdown Options
Set Associations
Decide where this field should be available by toggling Kendis Only Card for regular work items, or Risk to use it on your risk register.
Then click Save.
2. Add the Custom Field to Your Layout
Enable Layouts (If prompted)
When using custom fields for the first time, you may be prompted to enable layouts. This lets you customize how cards look on your boards.Go to Custom Fields Layout in the sidebar and click Edit on your existing layout.
Find your custom field under Custom Fields. Click + Add, then choose to place it on the left (under description) or on the right (under the metadata list).
Add and Position Custom Field
Save
3. Using the Custom Field on Your Board
Card Details with Custom Field
Your custom field now appears on the card’s edit details screen so you can set or update values directly.
Filter and Group By Your Field
You can use your new custom field to filter the board or group cards to visualize your work by these custom dimensions. This is especially helpful to track business priorities or risks across features.
