What are Fields?

Fields are designed to help with the categorization of work and to help organizations transition away from Projects. 

Fields are a part of the evolution of our Data Model that elevates the Shortcut experience for more structure, organization, and flexibility. 

The following Fields can be added to Stories, each with its own subset values:

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

Check out the Getting Started with Fields video for a quick overview.

 

How to enable Fields

    1. Click on your User Icon on the bottom-left area of your screen.
    2. Click Settings.
    3. Select "Fields" under Workspace Features.
    4. Select Edit on the fields you'd like to enable for the Workspace and toggle the setting on.
    5. For Shortcut-defined Fields, you can't edit the Name or Description, but you can modify the Values for each Field.

Please note:

    • Colors can be configured for Technical Area, Skill Set, and Product Area by clicking on the color box next to each value.
    • For Priority and Severity, although each value can be renamed and disabled or enabled, the color and the order of the values or icons cannot be changed.
    • The Severity field will only show on Stories assigned as a Bug-type.

Fields_overview.gif

 

Field Definitions and Default Field Values

The table below contains a breakdown of the Default Fields available, their default definitions, as well as their default values. While you can't change the Field Type or Definition of these fields in this release, you're free to remove and/or add Field Values as you please. (There is currently no limit to the number of field values that can be created).

 

Field Type Definition Default Value
Technical Area The location in the tech stack of this work
  • Web app
  • API
  • Mobile 
  • Server
  • Client database
Skill Set The skills or abilities needed to complete this work
  • Frontend engineering
  • Backend engineering
  • Product
  • Design
  • Analytics
Product Area The impacted area or feature within the product
  • Onboarding
  • Billing
  • Search
  • Integrations
  • Demo
  • Notifications
Priority Used to filter and sort Stories in order of priority
  • Highest
  • High
  • Medium
  • Low
  • Lowest
Severity

Used to filter and sort Stories in order of severity

  • Severity 0
  • Severity 1
  • Severity 2
  • Severity 3
  • Severity 4

 

Filter Views and Field Types:

Stories Page (Kanban and Table View)
You'll find a list of Fields and their corresponding values on the Stories page sidebar menu just below Filters.

 

Story_kanban.gif

 

If viewing the Table View, you'll also be able to group by Fields using the "Group By" dropdown menu.

 

Fields_Story_page_Table_view.gif
Status Page
Filtering Stories on the Status page can easily be done by accessing the Fields dropdown menu.

 

Fields_-_Status.gif
Epic Detail Page
Filtering Stories on an Epic's detail page can easily be done by accessing the Fields dropdown menu. In addition to filtering, you'll also be able to group by Fields using the "Group By" dropdown menu.

 

Fields_-_Epic_detail_page.gif
Reports Page
At the top of the Reports page you'll find the Fields menu along with all of the other filters.

 

Fields_-_Reports.gif
Team Detail Page
Filtering Stories on an Epic's detail page can easily be done by accessing the Fields dropdown menu. In addition to filtering, you'll also be able to group by Fields using the "Group By" dropdown menu.

 

Fields_-_Team_detail_page.gif

Where Fields appear:

Story Cards

Fields_Story_card_view.png

Story Dialog

Fields_Story_Dialog__light_mode_.png

 

Have More Questions? Seeking to Transition from Projects to Fields?

Check out our Fields FAQ here! 

Check out our Transition from Projects to Fields documentation here!