How to Add and Manage Fields in the Task Modal

Once you already have tasks created inside a board, you can click any task to open the task modal.

The task modal is highly customizable. You can remove fields you don’t need and add as many custom fields as necessary for your workflow.

Below, we’ll go through how to add, edit, manage, and organize task fields.

Newly created boards and tasks include these four system fields by default:

Let’s go through each one separately.

The Members field allows you to assign the task to board members - users who already have access to the board through the Share button. This is usually the person responsible for completing the task.

To assign someone:

You can assign multiple members to the same task. To remove a member, use the bin button.

When someone is assigned as a task member, they are automatically added as a follower of the task as well. This means they can receive notifications about task activity if notifications are enabled in their profile settings.

The List field allows you to move the task to another list within the board. You can either select a list from the dropdown or use the search bar to quickly find the one you need.

The Label field allows you to add labels to tasks. Click the empty row on the right to open the label selection window, where you can choose from the predefined label colors.

When hovering over an existing label, you’ll also see the Edit button. From there, you can:

You can also create a completely new label using the + button in the top-right corner of the label window.

This opens the New Label window, where you can:

Once saved, the label becomes available for all tasks within that board.

The Due Date field allows you to set a deadline for a task. When opening the due date window, you’ll see:

Below the calendar, you can also enable the Start Date toggle. This allows you to define a time period for the task to be completed by setting both a start and a due date.

At the bottom of the window, you can enable a reminder for the task’s due date. Reminders are sent to task members and followers.

Available reminder options include:

After configuring the due date, you can reset the field using the arrow button in the top-right corner of the window.

Additional system fields, such as Time Tracking and Milestone, as well as custom fields, can be added anytime using the Add a Field option.

The Milestone field allows you to assign a task to an existing milestone.

You can select a milestone from the list or use the search bar to find a specific one

Under each milestone name, you’ll also see its path, making it easier to select the correct milestone.

You can reset the field value using the arrow button in the top-right corner.

The Time Tracking field allows you to manually track time spent on a task.

You can log:

Once values are entered, a progress bar appears at the top of the window showing the task’s progress based on the logged hours.

After saving tracked time, you can also remove it using the bin button.

In addition to system fields, you can create custom fields tailored to your workflow and process. Kitchen currently supports 9 custom field types.

The Text field allows you to create a text-based custom field.

When creating it, you can:

You’ll also be able to preview and delete the field.

To add text, click the empty row next to the Text field and enter your value. After saving, you can click the entered text again to reopen the edit window, where you can edit the value, reset it, or update the field’s settings.

The Number field allows you to enter numerical values. You’ll again be able to set the field’s name, icon, color, and visibility.

Along with all these, you’ll see a dropdown menu next to the name input field that lets you choose between different formats:

For currency fields, you can select from a large list of supported currencies.

To enter a value, click the empty row next to the field. You can type the number manually and also use the arrows on the side of the field to increase or decrease the value incrementally.

Setting the format to percent or currency automatically adds the corresponding symbol to the entered value.

The List field allows you to create a predefined list of selectable options.

You can edit the list name and icon, and set up the different options, choosing their name and color.

Once created, you can change their order using the handle before their names. You can also set the field’s visibility and delete it if needed.

After creating the available options, click the empty row next to the field to open the selection window, where you can choose an option, use the search bar to quickly find one, reset the current value, and edit the field itself.

The Multi-List field works similarly to the List field but allows selecting multiple options at the same time.

Here you have the same setup options as in the List field - choosing the list’s name, icon, and visibility, as well as setting up the options’ names and colors. Options can also be reordered using drag and drop.

Assigning values to a Multi-List field works the same way as with the List field, with the difference that you can pick multiple values.

The Date field allows you to set custom dates for tasks, making it great for scheduling calls, delivery dates, and other events.​

It can be personalized using the same settings for name, icon, color, and visibility, while also allowing you to preview and delete the field.

Clicking the row next to the Date field opens the date picker, where you can either select a date from the calendar or enter it manually.

The Checkbox field allows creating labels to track whether a specific action or part of a process has been completed.

The same settings for name, icon, color, and visibility are available here as well, along with the preview and delete options.

Once set, you can assign the value by clicking on the empty row and checking the box, where you can also use the Edit button to easily edit the field.

The URL field allows you to add website links directly to tasks for quick access.

You can set up the field’s name, icon, color, and visibility, and once done, click the empty row next to the field to open the window where you can enter and save a URL. Once a URL is added, you can click it again to update it, reset it, or edit the field’s settings.

When a URL is added, you can open it directly from the task modal by clicking the arrow button displayed on the right side of the field.

If you are viewing the task in the board’s Kanban view, you can also use Ctrl + Click (or Cmd + Click on Mac) to open the link directly.

The Email field allows you to store an email address relevant to the task.

After configuring the field’s settings (name, icon, color, and visibility), you can enter an email address in the empty row next to the field.

Once an email address is added, you can click the arrow button displayed on the right side of the field to open a pop-up window where you can choose how you would like to contact that email address.

Just like with the URL field, you can also use Ctrl + Click (or Cmd + Click on Mac) from the board’s Kanban view to open the same window directly.

The Phone field works similarly to the Email field and allows you to store contact phone numbers related to the task.

Here, you also have the same field settings available - name, icon, color, and visibility.

After entering a phone number in the empty row next to the field, you can click the arrow button displayed on the right side of the number to choose an application for contacting that phone number, if one is available on your device.

Any custom fields previously created in your workspace’s global settings will also appear in the Add a Field menu and can be added to boards at any time.

Clicking the field name opens the field settings menu, where you can:

Let’s go through the available options.

The Edit menu for system fields allows you to:

These changes apply only to the current board.

If a field is removed, it can always be added again later through the Add a Field menu.

The Edit menu for every custom field allows you to:

The following options appear depending on the field type:

At the bottom of the edit window, you’ll see the current visibility status of the custom field, which can be changed to:

When a field is set to All boards, it becomes a Global Task Custom Field and will also appear under Settings → Task Fields.

This is where global custom fields are managed for the entire workspace.

The Visible to Clients option allows you to hide fields from clients while keeping them visible internally for team members.

This is useful for internal-only information that clients should not see.

The Show on Card option is available for both system and custom fields.

It allows you to choose which fields appear directly on task cars in Kadnban view and which remain visible only inside the task modal. This helps reduce clutter and keeps boards easier to scan.

This setting applies to the entire board and can be managed by team members with the Editor role or higher.

When a field is hidden from cards, it is also removed from the Toggle Card Fields menu for that board.

Removing a field does not permanently delete it. Instead, the field becomes hidden and can later be added again through the Add a Field menu.

When a field is removed, it is also hidden from:

Fields can also be reordered using drag and drop.

Hover over the field icon and drag the field to the desired position.

You can filter board tasks based on custom fields through the board’s Filter menu, located in the top-right corner next to the board settings.

All available custom fields will appear there, allowing you to customize the board view based on the information most relevant to your workflow.

Still have questions? Contact support.