A sneak peek at Atlas custom fields

[#1]

Hello 👋

I’m Niraj and I’m a designer on Atlas. My team and I have been exploring ways to make customization a core part of Atlas and I’m excited to share a sneak peek at our new custom fields feature that’s coming soon.

A few months ago we requested feedback on additional fields you would like to see on Atlas projects and goals. We received over 200 responses; your answers and feedback gave us a really good understanding of the different kinds of information that would be useful to you in Atlas. A massive thank you to every one of you .

We’ve taken your feedback and are currently working on enabling customization through additional fields for projects and goals. I’d like to share a demo of how custom fields work. I’ll walk you through the experience and get some early thoughts on it.

A few notes about custom fields

1. Field types: You can choose from 4 types of custom fields:

• Freeform text

• Freeform number

• Select (with the ability for users to select multiple options)

• User (with the ability for users to select multiple users)

2. Pricing: Custom fields will be available on standard and premium plans, and you will be able to create up to 10 fields.

We’d love your feedback!

What’s working well? What’s missing? What would you like to see next (no promises )? Please let us know in the comments.

We’re also looking for users to participate in usability testing for custom fields; if you’d like to give feedback and help shape the future of custom fields in Atlas, please let us know.

Finally, this is just the start of our custom fields work! We are exploring ways to let you customize columns in directories to let you see what matters most, show when project/goal fields change in updates, and more.

Please note that this is a work in progress and things are subject to change.

Watch the video: https://www.loom.com/share/400a12eb138e4483adf0ce52a148e3fb

[Dave Mathijs]

That's great news @Niraj Patil , it seems that my feature requests submitted in December '22are finally being acknowledged. Please do sign me up for the EAP.

I submitted these feature requests:

• WF-1769: Sort sub-goals by status or due date
• WF-1787: Custom avatars/icons for projects
• WF-1788: Delete a project (instead of archive)
• WF-1789: Custom fields!

[Amanda Barber]

I'd love to test this out. I'd also love a custom date field since we'd like to easily/quickly/visually compare our original target date with what it's currently set at. 

[Ákos Botos]

Hi,

This is a step forward. Let me ask a few questions:

1. Can be the same Atlas custom field used both at Projects and Goals?
2. Is it planned to be able to use existing Jira custom fields (at least the same types)? Advanced roadmaps has a way to add Custom fields e.g.

[Niraj Patil]

Hi, @Ákos Botos

1. Yes you can create a custom field and assign it to both Projects and Goals

2. You cannot use or share Jira custom fields in Atlas; they are unique to Jira. And likewise in Atlas, custom fields created in Atlas are unique to Atlas. 

[Niraj Patil]

Thanks for the great words and interest, @Ákos Botos @Amanda Barber @Dave Mathijs !

I'd love to conduct some usability testing with you have time this week or next, and would also love to get additional thoughts on how we're building custom fields. Please book some time on my calendar: https://calendly.com/nirajpatil/custom-fields-with-niraj

Thank you, again!

[Amanda Barber]

Thanks, @Niraj Patil - unfortunately, our time zones won't sync up. Hopefully Dave and Akos can meet with you!

[Stefanie Lang]

@Niraj Patil - Steff here, if there is a chance to be an early tester of this please sign me up. We would love to add our Executive Sponsors to projects and also use something like project cycle phase.

[Dave Mathijs]

@Niraj Patil Unfortunately, those calendly time slots are not possible for me, they are between 3AM and 6AM my local time.

[David]

A couple of points of feedback.

1. Date fields are extremely important to have for us. Long running projects have phases/milestones so just having a start and target date is not enough. I'm surprised date is not a custom field type option.
2. Do the custom fields only show as columns if you filter on them? That is very restrictive. Our team needs to see these fields typically in all cases, not just when we filter. This will require us to create essentially blank filters that don't actually filter the results, but would be the only way to see these fields as columns.

[Greg Einfrank]

This looks great @Niraj Patil ! Do you have an ETA for when this will be shipped? Thanks

[Sheila Gibbs]

Looking forward to using this feature for auditing purposes.  Thx.

[Nancy Smith]

Excited to share a sneak peek of our new custom fields feature for Atlas projects and goals! Your feedback has been invaluable. Stay tuned for a demo and let us know your thoughts. We're also looking for users to participate in usability testing. Stay tuned for more updates!

[ekoehler]

Hello! Is there a way to designate a custom field as required? I.e. you cannot successfully create the project unless the field is populated.

[Dimitar Chernev]

I am using a custom field Impacted Users but cannot seem to find the way to filter by it. Could you advise on this?

[Nancy Tcheou]

Feedback: It would be nice if you could re-order (or even auto-sort) the options that are part of the "select" kind of custom field. Scale-wise, if I add to the options, the options will no longer be in the priority as listed (maybe I want to add a new option but put it at the top of the options list).

[Vladimir Petrović]

Hi All,

When it will be possible to create the report with created custom fields?

[Vladimir Petrović]

Hi All,

How much custom fields we are able to create? Is there any limitations, since i've got the following error message.

[Mike Vitale]

Will Atlas eventually provide the capability to adopt custom fields created in Jira? Also, how about having a custom date field in Atlas?

Our users would also love to see more custom field syncs between an Atlas project and the Jira project it's linked to... we have fields like start and due date which we can link, but then other dates like 1st production date, ship dates, etc. which would be amazing to add to our scheme in Atlas, and then have the ability to link them when creating an Atlas project and linking it to a Jira project :)

[Kate Reeder]

It would be great if we could update the workflow (statuses) within Atlas projects. 

[Nikita Larionov]

Thank you for a wonderful feature! Are there any way to make those custom fields mandatory to fill?