Boards (card types)

On this page you manage the card types that agents choose in the “Type” field on cards in task boards. Only admins can see this page.

Where to find the page

Administration › Settings › Boards & AI › “Boards”.

Note

The tile is called “Boards”, but it only manages card types. Admins create the boards themselves in the main menu under Boards. How that works is explained under Boards and time tracking.

Settings at a glance

The page consists of a single list, “Types”. The note above it explains its purpose: “Selection list for the “Type” field on cards (e.g. consulting, development, job).” Each entry shows its name as a badge in its colour.

“Create new type” and “Edit type” form

Field	Meaning	Default
“Name”	Name of the type, as it appears as a badge on the card. Required.	empty
“Color”	Background colour of the badge. 5sDesk automatically picks a light or dark text colour for good contrast. Note in the form: “Shown as a badge on the card and in the board.”	prefilled with #6366f1 (indigo)

“Save” takes you back to the list.

Actions in the list

Action	Effect
Click on the badge	Opens “Edit type”.
Up arrow, down arrow	Moves the type up or down one position. The order of the list is the order in the “Type” selection on the card.
Bin	Deletes the type after the prompt “Really delete this type?”. Only possible if no card uses the type.

Deleting and sorting take effect immediately, without reloading the page.

Default types

Every new organisation starts with five types in the language it was created in. For English, these are, in this order:

Type	Colour
Consulting	Indigo
Estimate	Light blue
Development	Green
Job	Orange
Update	Grey

The types are your organisation’s data. You can rename, recolour, reorder or delete them.

How to do it

1. Click “New type”.
2. Enter the “Name” and choose a “Color”.
3. Click “Save”. The new type appears at the end of the list.
4. If needed, use the arrows to move it to the position you want.

Effects

• On cards in task boards, the “Type” field shows all entries in this list plus the option “No type”. The chosen type appears as a coloured badge on the card, on the board, in the board’s list view and in the card overview on the dashboard.
• Deals in sales pipelines don’t have a “Type” field. Card types only affect task boards.
• Renaming or recolouring a type takes effect immediately on all cards with that type. A type change on a card is recorded in the card’s history (“… changed the card type from … to …”).

Notes

Caution

A type can’t be deleted as long as cards are assigned to it. You then see the message “This type cannot be deleted while cards are assigned to it.” with the number of affected cards. Archived cards count too. First assign these cards a different type or “No type”.

Note

A type can’t be saved without a “Name” (“Please provide a name.”). There is no fixed maximum length for the name, but short names are easier to read as a badge.

See also

• Boards and time tracking: creating boards, editing cards and setting the type on a card.
• Sales: close reasons and lead sources, the selection lists for deals.
• Custom fields: more fields of your own for cards.