Default Fields When Creating Cards in Ontraccr Boards
📝 Default Fields When Creating Cards in Ontraccr Boards
Overview
When you create a new card in a board, you’ll see a standard set of fields at the top. These default fields ensure consistency across cards and help users quickly capture the most important information. Some are required, while others are optional but useful for organization and filtering.
🧩 The Default Fields Explained
Field | Description | Required? |
---|---|---|
Title | The name or label of the card — shown prominently on the board. | ✅ Yes |
Assigned Users | Person(s) responsible for the card. Useful for ownership and notifications. | ❌ Optional |
Status | The column or stage the card will start in (e.g., “Pending”, “In Progress”). | ✅ Yes |
Color | Visual highlight to categorize cards (e.g., urgent, priority, department). | ❌ Optional |
Link | Connects the card to a project, client, user, equipment, or material. | ❌ Optional |
🧭 Where You See These Fields
- These fields appear at the top of the card when creating or editing it.
- When using templates, these default fields are always included — even if additional custom fields exist below.
✅ Example Use Cases for Each Field
Field | Example |
---|---|
Title | “Replace Boiler Pump at Site A” |
Assigned Users | Assigned to Mark Messier, Site Tech |
Status | Starts in “New Request” |
Color | Red = urgent, Green = low priority |
Link | Linked to “Cadence Project” and “Pump A-9” equipment |
🧠 Tips & Edge Cases
- Title is always required — aim for clear, specific naming conventions
- Assigning users unlocks features like email alerts and task assignments
- Use colors consistently to visually group or prioritize cards
- The status you choose determines where the card appears initially on the board
- Linking is especially powerful when used with filters and automations