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Learn how to customize Customize the fields available in roadmaps. |
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Field Descriptions can be easily updated from the Field Card at any time by any team member with update permissions on the particular field and will display as view-only for members who have not been given permissions on that field. For more details on field permissions, please visit our article on setting up user permissions in Roadmunk.
Creating & Managing Value Groups
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Only Account-level fields can have Value Groups at this time. Roadmap-level fields must be promoted before they can be used with this feature. For steps on how to promote fields, please view our article on Promoting & Archiving Fields. |
On single-select and multi-select list fields with more than 10 values, users will have the option to create Value Groups - an easy way to quickly sort and manage your field values into focused groups that fit your teams' needs.
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When a field with Value Groups is used in a roadmap, users will be able to define which group the field will present by default from the Table View. Users are still able to navigate other groups within the field and select values from outside of the specified group.
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By clicking into the context menu for a field on the Table View, roadmap editors can either select or change which Value Group is shown by default. Fields which are actively using View Groups can be quickly located by looking for the blue indicator on the field icon (shown in the screenshot above).
Favorite Fields
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Only Account-level fields can be added as a Favorite Field at this time. Roadmap-level fields must be promoted before they can be used with this feature. For steps on how to promote fields, please view our article on Promoting & Archiving Fields. |
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