Board fields are where all your data lives. Each card on your board stores information in these fields — such as contact details, property info, dates, and custom data unique to your process.
In this article, we’ll cover how to view, create, and organize your board fields so your data stays clear, consistent, and easy to manage.
Access board fields
To open your Board Fields, go to your board and click the ⚙️ (Settings) icon in the top-right corner.
Select Board Fields directly in the settings menu. The panel has Board Fields and Mirror Fields tabs. Search by field name before adding anything new; the list shows the type, Read Only and Required settings.
Use New Field to start adding a field or New Group to start organizing fields. Field configuration affects the board’s structure; to change a single record’s value, open that card instead.
See Board field glossary.
Add a new field
To create a new field:
- Click New Field at the top of the list.
- Choose a Field Type — for example, text, number, date, dropdown, checkbox, or multi-select.
- Give your field a clear, descriptive name (like “Move-In Date” or “Lease End Reason”).
- Review the available field options, description and Field Group. Use Required only for information that must be available at the relevant intake step; settings vary by type.
- Click Save, then verify the field in the intended card form or view. Creating the definition and displaying it in every view are separate configuration decisions.
Each field you add becomes available on all cards within this board.
Field groups
Field Groups help you organize related fields together so your card data is easier to navigate.
For example:
- On a Renter Leads Board, you might create a “Craigslist” field group that includes fields specific to Craigslist form submissions.
- On a Lease Renewal Board, you could have a “Lease Details” group with fields for start date, end date, and rent amount.
Select New Group to start creating a field group. Use a descriptive name, such as “Marketing Sources” or “Maintenance Details,” and review the group’s configuration before saving.
Check the controls available on your board when arranging fields; do not assume the field list is alphabetical or that moving a field changes its stored values.
This structure helps keep your cards organized and makes it easier for your team to find what they need quickly.
Mirror fields coming in
Use mirror fields explains how to display data from other boards — like a property address or unit number from your Properties board — into your current board.
This ensures data stays consistent across all parts of your workflow.
For each mirrored field, you’ll see:
- The Origin Board (where it comes from)
- The Original Field Name
- The Current Field Name on this board
- Whether it’s read-only
Use mirrored fields to connect your data across boards without duplicating effort.
Fields mirroring out
Fields can also “mirror out” to other boards.
For example, your Unit or Lease boards might share field data with related processes like Maintenance or Renewals.
This helps downstream boards automatically display relevant details without requiring manual updates.
Typically, you’ll see more mirrored fields coming into process boards and more mirrored fields going out from your Location boards (like Properties or Units).
Best practices
- Reuse existing system fields, linked contacts/locations and mirrors before creating duplicate names, addresses or statuses.
- Keep one clear purpose per field. Prefer “Notice received date” over “Date,” and add a description when the meaning is not obvious.
- Use the glossary to choose a type before saving: Dropdown for one category, Multiple Select for several, and numeric types for reporting values rather than free text.
- Keep field names consistent across boards (for example, always use “Move-In Date,” not “Move-In” or “Start Date”).
- Use field groups to make your forms and cards easier to read.
- Avoid deleting fields that are used in automations, forms, or templates.
- Review mirrored fields periodically to ensure data connections are still correct.
Summary
Board fields define what data lives on your cards.
With thoughtful field organization and mirror setup, your team can maintain consistent, reliable data across every process — from leasing to renewals to maintenance.