Every team has unique needs when it comes to managing tasks. Jugl’s Manage Fields and Custom Fields let you personalize tasks so you can track exactly what matters most to your workflow.
Whether you need custom labels, dropdown selections, or numerical fields, Jugl gives you full control over how tasks are organized. 🚀
🔧 What is "Manage Fields" in Jugl?
The Manage Fields feature allows you to customize task details by adding fields that fit your specific workflow.
Why Use Custom Fields?
📌 Track the right details – Add fields that align with your project needs.
📌 Improve organization – Sort and filter tasks more effectively.
📌 Enhance visibility – Display critical info directly on task cards.
📢 Example Use Case:
A sales team adds a "Deal Value" field (Number Type) to track potential revenue for each lead.
📌 Types of Custom Fields You Can Add
Jugl offers four types of custom fields, allowing teams to tailor tasks to their exact needs.
1️⃣ Text Field (For Freeform Entries)
✔ Best for adding custom notes, tracking codes, or specific details.
📢 Example Use Case:
A marketing team adds a "Campaign Name" text field to label ongoing projects.
2️⃣ Dropdown Field (For Predefined Selections)
✔ Create a list of options for standardized tracking.
📢 Example Use Case:
An HR team adds a "Hiring Stage" dropdown with options like Screening, Interviewing, and Offer Sent.
3️⃣ Date Field (For Custom Deadlines & Milestones)
✔ Add extra due dates or important dates to a task.
📢 Example Use Case:
A product team includes a "Launch Date" field to track key deadlines.
4️⃣ Number Field (For Quantitative Data)
✔ Track costs, hours spent, or numerical data related to a task.
📢 Example Use Case:
A finance team adds a "Budget Allocation" field to monitor expenses per task.
📝 How to Add Custom Fields in Jugl
Adding custom fields to your workflow is easy. Here’s how:
1️⃣ Open the Task Module and select a task.
2️⃣ Click Manage Fields at the top of the task settings.
3️⃣ Select "Add Custom Field" and choose the field type (Text, Dropdown, Date, or Number).
4️⃣ Enter a Field Name (mandatory).
5️⃣ If using a Dropdown, add list options for selection.
6️⃣ Decide whether to show the field on the task card for quick visibility.
7️⃣ Click Save, and the new field will be added to your tasks!
📢 Example Use Case:
A customer service team adds a Dropdown Field for "Issue Type" (e.g., Billing, Technical, General Inquiry) to categorize tickets.
🖥️ Displaying Custom Fields on Task Cards for Quick Insights
Once custom fields are added, you can choose to display them directly on task cards for at-a-glance visibility.
Why Display Fields on Task Cards?
👀 Instant Access – See key details without opening the task.
🔎 Better Filtering – Sort tasks based on custom fields.
🚀 Faster Decision-Making – Identify priority tasks quickly.
How to Show Custom Fields on Task Cards
1️⃣ Go to Manage Fields.
2️⃣ Toggle ON "Show in Task Card" for the desired field.
3️⃣ Save changes—fields will now appear on task cards in Kanban view.
📢 Example Use Case:
A content team displays a "Draft Status" dropdown on task cards, making it easy to see which articles are In Review or Ready to Publish.
🎯 Make Tasks Work for You!
Jugl’s Manage Fields and Custom Fields allow teams to personalize tasks, track essential details, and enhance workflow visibility.
🔹 Need structured tracking? Use Dropdowns.
🔹 Want better deadlines? Add Date Fields.
🔹 Tracking numbers? Use the Number Field.
🚀 Customize Your Tasks in Jugl Today! 🎉
Now that you know how to use custom fields, log in to Jugl and tailor your task management system for maximum efficiency!
🔗 [Next: Automating Workflows – How to Use Task Templates & Recurring Tasks]
💡 Let’s Jugl it! 🎯