Fields

You can tailor your projects to fit your workflow by managing project fields. There are two main types of fields in Orchestra: default fields and custom fields.

To create, edit, or delete fields, you must have one of the following roles: Workspace Owner, Workspace editor, Project owner, or Project Editor.

Default fields

Field name	Selection Type	Description
Project	User-Selected	A project to which the task belongs
Parent task	User-Selected	A task in which another task is nested
Assignee	User-Selected	A member assigned to a task
Due date	User-Selected	A date or date range in which the task is planned to be completed
Status	User-Selected	A task status
Owner	Automatic Can be changed	A member who created the task, the owner can be changed
Priority	User-Selected	Task priority
Created at	Automatic	The date when the task was created
Completed at	Automatic	The date when the task was completed

Currently, default fields are automatically created for each new project. In the near future, you will have the option to disable any of these fields for specific projects as needed.

Custom fields

Here are the field types we have in Orchestra:

Field type	Selection type	Description
Date	Single	Allows users to set additional dates beyond the Due Date field
Member	Single Multiple	Allows users to add other workspace members as participants in a task
Chat	Single Multiple	Allows users to create links to other chats within the workspace
Option	Single Multiple	Allows users to select from a predefined list of options
Text	Single	Allows users to enter text
Status	Single	Allows users to create a custom status workflow

In the near future, additional field types will be added, including Number, Link, Big Text, and more.

Creating fields

To create a new field, follow these steps:

• Go to Project Settings;

• Click the + button to the right of the Fields header;

• Select the field type you want to create;

• Enter a field name;

• For Option and Status fields, add the available options;

• For fields with selections, choose the selection type: single or multiple;

• Click Done to save the field.

Editing fields

You can edit all created custom fields and the default status field. To edit a field:

• Go to Project Settings;

• Click on the field type you want to edit. The field block will open;

• Click on the field you want to edit;

• To edit the field name, click on it and modify it;

• To edit a field option, click on the option and make the changes;

• Click Done to save the changes.

Deleting fields

To delete a field:

• Go to Project Settings;

• Right-click on the field type you want to delete;

• Select Remove from the context menu.

Fields are deleted without any confirmation modal, and all deleted information will be permanently lost.

Status Field

Every project in Orchestra has a preset status field with the following statuses:

• Backlog;

• To do;

• Doing;

• Review;

• Done.

If needed, you can edit the preset status field or create several additional statuses.

Primary Project

If you create several status fields in a project, you can set a Primary project. For this:

• Open Project Settings;

• Click the Primary status field value and choose it in the opened dropdown menu.

Fields order and visibility

You can adjust the order and visibility of fields in List, Kanban, and the Info block.

Changing Field Order in the List

You can change field order in list by the two ways: in the list header and in Field dropdown menu.

Reorder Fields in the List header:

• In the List view header, click and hold the field you want to reorder;

• Drag the field left or right by moving cursor to the desired position.

Reorder fields via the Field dropdown menu:

• Click the Field button in the top-right corner;

• Click and hold the drag icon next to the field;

• Drag the field by moving cursor up or down to the desired position.

Changing Field Order in Kanban

You can reorder both fields and columns in the Kanban view.

Reorder Fields in Kanban cards

• Click the Field button in the top-right part;

• Click and hold the drag icon next to the field;

• Drag the field by moving cursor up or down to the desired position.

Reorder columns in Kanban

• Click and hold the column name in Kanban;

• Drag the column by moving cursor left or right to the desired position.

Changing Field Order in the Info Sidebar

• Open Project Settings;

• Click and hold the drag icon of the field you want to reorder;

• Drag the field by moving cursor up or down to the desired position.

Kanban default Grouping

You can choose a default field to group Kanban in the following way:

• Open Project Settings;

• Click on the Kanban default grouping value and choose it in the opened dropdown menu.