Manage additional information on cards and collections. Create and edit labels, custom fields, and checklists to structure work and capture important details.

Within vPlan, it is possible to assign labels to your cards. For example, you can give high-priority orders a red label so that it is clear across your entire company that these orders have priority.

You can easily create labels by clicking the green plus button. A window will appear on your screen where you can choose a color for your label and give it a name. Once you’ve chosen a name and color, click Save. Your label is now ready to use!

Within vPlan, you can add extra information to your cards in addition to the title and description. For example, if you want to add a batch number, dropdown menu, or phone number to your cards, you can create these here.

You set up additional input fields that you can later use in your planning to record information. These fields are available in the web version of vPlan, as well as in the mobile app.

To add a custom field, click the green plus button. You then need to fill in three options:

This is where you give the field a name. For example: “Delivery address” for an address field, “Batch number” for a numeric field, or “Client signature” for a drawing field. The choice is yours.

With this option, you choose the level at which the field is available. Fields set at collection level are shown on all cards belonging to that collection.

If you have scheduled a collection consisting of multiple cards, you can ensure that a custom field for entering the customer name is visible on all cards. But if you want to record delivered quantities per individual card, you create the field at card level.

The field type determines how the custom field behaves. An “address” field can be used for navigation, and a “numeric” field can be used for calculations within vPlan.

Below is an explanation of each field type:

This type allows you to enter a short text, such as a contact name or a batch number that may also include letters.

This type allows you to enter numeric values, with or without decimals. You can also specify a unit such as m², km, liters, etc. You can choose whether the unit is displayed on the left or right.

vPlan already includes standard planning and due dates. With this field type, you can store an additional date, such as a goods receipt date.

This type allows you to store addresses and locations in your planning cards. The field is linked to Google Maps and can display the location on the vPlan map. It is also used for route and travel time calculations (see also: Google Maps and route optimization).

This type is a checkbox that allows you to tick items off, such as “Quality control completed.”

If you want to use a fixed list of options in vPlan, you can create a dropdown menu, for example for delivery type.

Similar to the text field, this allows free input of letters and numbers. However, the text block is larger and ideal for comments or additional information about your card.

This field allows you to enter email addresses. Clicking an email address will open your email application directly.

This field is for phone numbers. It recognizes the number and can open a calling app when clicked, especially useful in the mobile app.

Web addresses or links to cloud documents can be stored in this field. Clicking the link will open it directly in your browser.

This field adds a space where you can make simple sketches or drawings. It can also be used as a signature field, for example for delivery confirmation.

To edit or delete a custom field, click on an existing field. You can then adjust the details. Click delete to remove the field. If the field has already been used in cards, those entries will remain.

In your board, you can add standard reusable checklists. These checklists can be used in your vPlan cards. When you click the green plus button, a new window opens where you can configure your checklist.

You have now set up a checklist. Read in this article how to use the checklist in your board!

In vPlan, you can add attachments to a card. Folders help you keep these files organized. You can choose whether a folder is available for an entire collection or only for a specific card. You can also specify which users have access to the folder.

Attachments can also be added without a folder. In that case, you decide at which level these files are stored by default.

To create a new folder, click the green plus button. First, choose whether the folder should be available at the Collection level or the Card level.

A folder that is available at the Collection level is displayed on every card that belongs to that collection. If you have scheduled a collection consisting of multiple cards, any attachments added to this folder will be visible on all cards within that collection.

If you want to add different attachments for each card without making them visible on the other cards in the same collection, create the folder at the Card level instead.

Next, give the new folder a name and choose who has access to it. You can grant access to:

You can select one or more roles, depending on who should have access to the files in the folder.

It is not required to place files in a folder. Under Files without folder, you can choose where new standalone attachments are stored by default.

Collection

New attachments are stored at the collection level, making them visible on all cards within the collection. Use this option for files that should be available across multiple cards.

Card

New attachments are stored at the card level. They are only visible on the card to which they were added. Use this option for files that are only relevant to a single card.

Folder

When you select this option, standalone attachments can no longer be added. All new files must be placed in a folder. This is useful if you want to keep all attachments organized in a structured way.

When a folder is removed from the configuration, all files are preserved.

Any files that were stored in the deleted folder are automatically converted into standalone attachments. These attachments remain available on the card where they were originally stored.