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
