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Shortcut advanced Custom Fields

Shortcut advanced Custom Fields

Advanced Custom Fields are here for more control, categorization, structure, and organization of work

Tiffany Go

Advanced Custom Fields have arrived! Our upgrade to basic Custom Fields serves to field all your unique categorization needs with more nuance and structure no matter what field you’re in (though probably Agile software development if you’re reading this). Read on - or take the field, as it were - to learn what’s new. And do it quick, before we make any more field puns.

Custom Fields

Custom Fields help your team categorize work and provide the structure to support your unique process. With Custom Fields your organization can organize and represent your work and processes in Shortcut the way you like to work in real life.

There are two types of Custom Fields:

  • Basic: Shortcut-defined Custom Fields with the ability to edit field values.
  • Advanced: User-defined Custom Field names, icons, descriptions, and field values.

What you can do with Custom Fields

All Custom Fields are single-select drop-downs with text values. Custom Fields are set at the Workspace level and will be enabled by default for all new customers. Anyone in your org will have the ability to enable or disable them, as well as configure the values and colors.

  • Give additional context to group similar tasks for easy viewing and filtering on different entity pages
  • Standardize information you need to track on tasks across Stories
  • Sort or search by specific data fields on the Story Page

Where it appears in the app:

  • Story Cards 
  • Individual Stories

Filter by Custom Fields on the:

  • Stories Page
  • Story Tables
  • Report Page
  • Epic Detail Page
  • Teams Page
  • Status Page

 

Ways to use Custom Fields

Today, advanced Custom Fields can be added to a Story in addition to the basic Shortcut-defined Custom Fields released back in February 2022 (Priority, Severity, Technical Area, Skill Set, and Priority). Today's release of advanced Custom Fields allows for even more flexibility. Here are some ideas to get you started.

When you are collaborating

  1. Releases/Versioning (versions, release notes etc.)
  2. Client
  3. Importance
  4. Requests from others 
  5. Impact 

Product Use Cases

  1. Strategic Theme/Initiative - Status
  2. Business Goal/Objective
  3. Weighted Shortest Job First (WSJF field in support of Scaled Agile)

Engineering Use Cases

  1. Reviewer Field - QA
  2. Actual (they would use it with Estimated)

Custom Fields FAQs

How many Advanced Custom Fields are allowed?

  • Each workspace has a limit of 20 Advanced Custom Fields by default
  • Basic Custom Fields (SC-defined) do not count against this limit

Can this per Workspace limit for Advanced Custom Fields be increased via Admin?

  • Yes, but only up to 100 advanced Custom Fields per workspace
  • There is no limit to the number of values per Custom Field

What is the difference between basic and advanced Custom Fields?

Basic Custom Fields are Shortcut defined. While the Custom Field name and description cannot be changed, the values associated with Fields can be changed. Basic Custom Fields were developed to help our customers move away from Projects.

Advanced Custom Fields allows you to define Field names and values to fit your process.

Who will have access to advanced Custom Fields?

Business and Enterprise Plans. If you would like to upgrade, you can head to the Custom Field setting page.

Who has access to basic Custom Fields?

All plans will have access to the following Custom Fields:

  • Technical Area
  • Skill Set
  • Product Area
  • Severity
  • Priority

How are Custom Fields different from Labels?

Custom Fields help you establish a more structured process in your Workspace. Because Custom Fields and their values are controlled at the Workspace level, there is more structure to Custom Fields over Labels.

Labels are great because anyone in your organization can create them, but they lack the structure of Fields. We recommend using Labels as a lightweight but unstructured way to organize your work.

Up Next: 

We're actively working on implementing greater Custom Field functionality in Shortcut. For starters, you can expect a follow-up with Custom Fields being added to our Google Sheets Integration for more custom reporting.

Tell us what you're using Custom Fields for and what functionality you'd like to see by providing feedback.

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