Adding Custom Fields
Cloud Coach supports making custom board processes. The steps below show the process for creating your own custom board processes.
- Search “Cloud Coach Admin” in the app launcher.
- Select the first tab and navigate to the Processes tab.
- Click Board Processes.
- Click New at the bottom of the left hand column.
- Enter the Board Process information:
- Business Area
- Color Tag Set
- Click the + button on the top right.
- Create a grouping or step:
- Groupings create a container that groups the board processes steps and determines the colors of the columns in the Kanban Board.
- Steps create the category columns that Kanban cards can be moved into.
- Click Save at the top of the page.