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Add a field

Add a field when one fact about a kind of topic should show at a glance and group a board, like how badly a support case hurts.

Before you start

Section titled “Before you start”
  • Anyone in the organisation can make a field. Its maker and administrators change it later.
  • After you make the field, you add it to a template you can change. That’s your own template, or one shared with you to edit. To change your organisation’s template, you need a role that manages templates, like an administrator’s. Otherwise, ask someone who can.
  • Look on Fields first. The field may exist already.
  • The pictures show ACME’s support lead making Impact for the template Customer question, then asking an administrator to add it there. Impact says how many of a customer’s people a problem stops.

Steps

Section titled “Steps”

  1. In the menu, click Fields under Workspace (the arrow beside Workspace unfolds it), and click New field.

    Open New field (opens Emargen in a new tab)
    Workspace › Fields as Ines sees it, with New field at the top right of the table of ACME's fields, from Customer to Team.Workspace › Fields as Ines sees it, with New field at the top right of the table of ACME's fields, from Customer to Team.
    1. New field.

  2. Leave Kind on Choice, since Impact is one of a few values. Click it to see the other kinds.

    The Kind list: Choice, Values; Person, A member; Date, A date; Number, A number; Text, Short text; Item, A topic or initiative; Link, A link.The Kind list: Choice, Values; Person, A member; Date, A date; Number, A number; Text, Short text; Item, A topic or initiative; Link, A link.

    A Person is someone in the organisation. A Date can show on the calendar. A Number can have a unit. An Item is a topic or initiative by its key, and a Link is a web address.

  3. In Name, type Impact. In Meaning, write a sentence or two. The agent reads them to pick a value, so say what the field is about. Leave out how to fill it.

    About on the New field page: Kind Choice, Name Impact, Meaning: How many of the customer's people the problem stops, whatever we decide to do about it.About on the New field page: Kind Choice, Name Impact, Meaning: How many of the customer's people the problem stops, whatever we decide to do about it.
    1. Kind.
    2. Name.
    3. Meaning.

  4. Click Add a value, type its name, and give it a meaning. Do it for each value, in order. The first is the first column on a board.

    Values with three rows: Whole depot, A whole depot can't sign in or approve.; Some people, Some people are stuck, and there is a way round it.; Nobody stuck, A question or a nuisance, and nobody is stuck. Each with a drag handle, a colour flag, Done and a bin.Values with three rows: Whole depot, A whole depot can't sign in or approve.; Some people, Some people are stuck, and there is a way round it.; Nobody stuck, A question or a nuisance, and nobody is stuck. Each with a drag handle, a colour flag, Done and a bin.
    1. Add a value.
    2. The value’s name: Whole depot.
    3. Its meaning, so people and the agent pick the same one.
    4. Its colour. Click the flag to pick one. Boards and topics show the value in it.
    5. Done. Tick it for values that close the matter, like Fixed or Won’t fix: boards fold them at the end. Impact has none.
    6. Move. Drag a value to change the order.

  5. Click Create field. You can press it once the field has a name, a meaning, and a value with a name.

    The foot of the New field page with Cancel and Create field.The foot of the New field page with Cancel and Create field.
    1. Create field.

    You’re back on Fields. Impact has its row among the others, in name order, with Not used yet, since no template carries it.

  6. Put it on a template. Open Templates under Workspace in the menu, and click the template whose topics need the field. In the pictures, that’s Customer question.

    If you can’t change this template, ask someone who manages templates to add Impact. Or open the ⋯ at the top right and click Duplicate for a copy of your own. Only topics that follow the copy then carry Impact.

    Customer question as Ines sees it: the line You can use this template. Duplicate it to make one of your own you can change. above About, whose Name is greyed; Fields lists Customer, Status, Reply by and Product area with no buttons; and the ⋯ button at the top right.Customer question as Ines sees it: the line You can use this template. Duplicate it to make one of your own you can change. above About, whose Name is greyed; Fields lists Customer, Status, Reply by and Product area with no buttons; and the ⋯ button at the top right.
    1. “You can use this template.” It is the organisation’s, and your role doesn’t manage templates.
    2. Fields. What every topic of the template has. Nothing here can be changed.
    3. More actions for Customer question. Copy link and Duplicate.

On a template you may change

Section titled “On a template you may change”

On the template’s page, click Add a field under Fields. The list holds the organisation’s fields the template doesn’t have yet, with a box to find one by name. Click Impact, and it joins the template’s fields. Then click Save at the foot of the page. See Edit a template for what a field starts as and On cards.

Customer question's Fields as Ana sees it: Customer, Status, Reply by and Product area, and the Add a field list open over them: a Find a field box, Organisation fields with the fields the template doesn't have, each with its kind and the templates that use it, and New field… at the foot.Customer question's Fields as Ana sees it: Customer, Status, Reply by and Product area, and the Add a field list open over them: a Find a field box, Organisation fields with the fields the template doesn't have, each with its kind and the templates that use it, and New field… at the foot.
  1. Add a field.
  2. Organisation fields that the template doesn’t have yet.

What you get

Section titled “What you get”
  • Impact, a field of the organisation, with three values and what each means.
  • Once a template carries it, every topic of that template has Impact at the top of its document, empty until someone or the agent sets it. People who take part in a topic change it by clicking its value. The agent fills it when the conversation or the source makes it clear, and leaves it empty otherwise.
  • You can group a board of topics by Impact, with Whole depot, Some people and Nobody stuck as its columns. You can also filter a board of topics, or a list of topics that fills itself, by it (see Make a list that fills itself).

From a template

Section titled “From a template”

On a template’s page, New field… opens the same page. Once you create the field, you go back to the template with the field added.

Ask the agent instead

Section titled “Ask the agent instead”

The workspace agent beside the page helps you name the field and its values. Tell it what you want to track, and it fills in the page as it goes. Nothing is made until you press Create field, or the button on the card it puts in the chat.

Next

Section titled “Next”

How to

Page by page

  • A fieldchanging values later, and removing one that topics hold.