Add custom fields to card

Add custom fields to card in Trello — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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Add three custom fields to every card on the Sales Opportunities board: Deal Stage (dropdown:…
Add three custom fields to every card on the Sales Opportunities board: Deal Stage (dropdown: Prospect, Qualified, Proposal, Negotiation, Closed Won, Closed Lost), ACV in USD (number, two decimals), and Renewal Month (single-select with months). Apply them to the existing cards and set ACV default to 0.00 where empty.

Improve — make it easier to accept

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Before I add fields to the Sales Opportunities board, make approval easy for the revenue manager.…
Before I add fields to the Sales Opportunities board, make approval easy for the revenue manager. Put Deal Stage first and make its options match the CRM, set ACV so totals can be summed in the board view, and ensure Renewal Month is single-select to avoid typos. Flag any current cards with conflicting data the new fields will overwrite.

Decide — diagnose the stuck moment

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I am about to push three new custom fields to the Sales Opportunities board, but the revenue team…

I’m about to add fields but worry about breaking reports

I am about to push three new custom fields to the Sales Opportunities board, but the revenue team runs weekly exports and I cannot tell which report will break. Who do I ask right now, what exact question gets me a quick yes/no, and what temporary step prevents report disruption while we confirm?

Become — change the pattern

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Over time I add custom fields to solve a one-off problem and later they clutter the board,…

We keep creating fields that nobody uses

Over time I add custom fields to solve a one-off problem and later they clutter the board, confusing sales reps. It costs me time cleaning and retraining. What discipline should I adopt for adding fields so only useful ones exist, and how do I enforce that with the sales and analytics teams?

Next to this one

Other kanban boards work people do in Trello.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.