QUICK START


1. Click to add a property  |  2. Give it a title and type, and you're done!

INTRODUCTION


Custom Properties allow you to customize Sortd to fit your workflow and your business processes.  


These simple properties are incredibly powerful, particularly when used in conjunction with Sortd's team features.  Custom Properties aim to streamline teamwork and in many ways can replace old fashioned spreadsheets to boost collaboration, velocity, transparency, accountability and company success.



Example Custom Properties:


There are different types of Custom Properties that you can choose from.  The type of custom field you choose will depend on what kind of information you want to add to your cards. 


Here are a few examples of how Custom Properties can be used  -

 

Types of Custom Properties:


Text - 

Useful for: Notes, billing addresses, secondary email addresses, short, comments, job titles.


Number -

Useful for: Order quantity, discount percentage, commission, priority level, estimates.


Number currency - 

Useful for: Deal values, commission, amounts.


Status (displayed on the front of a card) - 

Useful for: Tracking work through different stages and states.


Tags with Multi-selection (displayed on the front of a card) - 
List of predefined options where multiple can be selected.

Useful for: Industry, region, competitors, job title, tags


Dropdown - 

Useful for: Production stage, invoicing stage, lead type, category, industry, job title.


Date - 

Useful for: Delivery date, deadlines.


Checklists - 

Useful for: Tracking completion of operational processes.


Files - 

Useful for: Attaching order forms, customer documents, proposals.


Team Member -

Useful for: Assigning different components of a project to different team members


Contact - 

Useful for: Linking a contact / company


Location (Google Maps URL) - 

Useful for: Locating an asset, house, delivery


The primary properties for managing workflows are Statuses and Tags.  Only these two properties can be displayed on the front of the card.  

Here is an example below -


Note: Once properties are added, they'll be available on ALL of the cards on the current board. 


Tip: You can also change the view of the board from Board view to Table View:



To learn more about how to set up Custom Properties, click here -


> How do I set up a Custom Property?


For more help log a ticket or email team@sortd.com