Built-in Fields Reference

Every board in Lifecycle OS comes with a set of built-in fields appropriate for its type. These fields are the standard building blocks of your work items. This guide covers every built-in field — what it does, which board types it applies to, and how to use it effectively.

Common Fields — All Board Types

These fields appear on every board, regardless of type.

Key

Type: Auto-generated identifier — Read-only

A unique, human-readable identifier assigned to each item at creation. Format: PREFIX-123, where the prefix is configured per board (e.g., ENG-, CS-, BUG-).

  • Keys are permanent — they never change after creation
  • Use keys to reference items in conversation, Slack, commits, and PR descriptions
  • Keys are searchable in the command palette and global search
  • Displayed in the item detail panel header and in table view columns

Title

Type: Short text — Required

The name or summary of the work item. This is the primary identifier humans use to recognize an item.

  • Required at creation — you cannot save an item without a title
  • Displayed as the main row text in table view
  • Keep titles concise but specific: "Add OAuth login with Google" not "Auth work"
  • Titles are searched in the command palette and quick search

Description

Type: Rich text

The full description of the work item. Supports markdown formatting, embedded images, code blocks, and other rich content.

  • Use description for acceptance criteria, technical notes, links to context
  • Visible in the item detail panel
  • Description content is included in global search indexing

Status

Type: Single select — color-coded

The current workflow state of the item. See the Statuses guide for the full list and workflow.

  • Status drives what columns appear in a status-grouped kanban
  • Status is the most common group-by field on R&D boards
  • Statuses have categories: Not Started, In Progress, Done, Cancelled

Priority

Type: Single select — 6 levels

The urgency and importance of the item. 6 levels:

Priority Color Meaning
Urgent Red Drop everything
Very High Orange-red This week, top of the list
High Orange Current sprint priority
Mid Yellow Normal priority work
Low Blue Next sprint or later
Very Low Gray Nice to have

Priority set on a story is inherited by its child tasks and sub-tasks unless overridden.

Assignees

Type: Multi-select (team members)

The team members responsible for this work item. Multiple people can be assigned to a single item.

  • Assignees appear as avatars in table and kanban views
  • Use the person filter to view items assigned to a specific team member
  • Group by Assignee to see workload distribution across the team

Created

Type: Timestamp — Read-only

The date and time the item was created. Automatically set by the system.

Updated

Type: Timestamp — Read-only

The date and time the item was last modified. Updated automatically on every change.

Level

Type: Single select — set at creation

The type of work item. Options depend on board type. For R&D boards: Story, Bug, Task, Sub-task. For Customer Success: Objective, Milestone, Action Item.

  • Level is set at item creation and typically does not change
  • Level controls which fields are visible (e.g., design status is stories-only)
  • Use the Level group-by to see the breakdown of item types on a board

R&D Board Fields

These fields are available on R&D (engineering) boards.

QA Assignees

Type: Multi-select (team members)

The team members responsible for quality assurance on this item. Separate from the development assignees.

  • QA is a first-class workflow in Lifecycle OS — not an afterthought
  • QA assignees receive notifications when an item reaches QA status
  • Group by QA Assignee to review QA team workload

Sprint

Type: Single select (sprints)

The sprint this item is assigned to. Sprints are configured on the Sprints page.

  • Unassigned items appear in the "No Sprint" group
  • Use the sprint filter to quickly focus any view on a specific sprint
  • Sprint assignment can be done inline in table view or dragged in kanban

Project

Type: Single select

The code project (repository, service, or component) this item relates to. Examples: Backend API, Mobile App, Data Pipeline, Chrome Extension.

  • Configure project options in Settings → Fields
  • Use to filter or group items by codebase area
  • Helpful for multi-repo organizations to route work to the right engineering team

Stage

Type: Single select — 3 stages

The deployment environment this item is currently in.

Stage Meaning
Predev Design, planning, architecture — not yet in development
Dev Actively being developed or in dev/staging environment
Production Deployed to production

Stage is separate from Status. QA repeats at each stage — an item goes through QA in Dev and again after deploying to Production.

Design Status

Type: Single select — color-coded — Stories only

Tracks the parallel design workflow for a story. Design work often happens alongside or before engineering. Design Status provides a separate axis to track design progress without conflating it with the engineering workflow Status.

Available on stories only. See the Design Status guide for the full workflow.

Pipeline

Type: Single select — Stories only

The planning stage for a story before it enters active development.

Pipeline State Meaning
Review Being evaluated — not yet approved for development
Ready Approved and ready to be pulled into a sprint

Use pipeline-grouped views to manage your backlog review process.

Estimated Hours

Type: Number

The estimated development time for this item in hours.

  • Set by the developer or tech lead during sprint planning
  • Displayed in the table and in the item detail panel
  • Rolled up into Total Estimated Hours for parent items

Logged Hours

Type: Number

The actual development time tracked for this item in hours.

  • Updated as work is completed
  • Compared against Estimated Hours to track accuracy and burndown
  • Rolled up into Total Logged Hours for parent items

QA Estimated Hours

Type: Number

The estimated time for QA testing this item in hours.

QA Logged Hours

Type: Number

The actual QA testing time tracked for this item.

Total Estimated Hours

Type: Computed rollup — Read-only

The sum of Estimated Hours for this item plus all of its children (tasks and sub-tasks for a story; sub-tasks for a task). This rollup is automatic — you don't set it manually.

Total Logged Hours

Type: Computed rollup — Read-only

The sum of Logged Hours for this item plus all of its children. Useful for seeing actual effort across the full scope of a story.

Commitment Date

Type: Date

The deadline for delivering this item. For R&D items, this is usually a customer-committed delivery date or a release deadline.

Parent

Type: Relation — tasks and sub-tasks only

The parent item. Tasks have a parent story; sub-tasks have a parent task. Displayed in table view and the detail panel.

Use the Parent group-by to view all tasks organized under their parent story.


Customer Success Board Fields

Commitment Date

The date your team committed to delivering an outcome to the customer. Displayed and filtered like other date fields.

Assignees

On CS boards, assignees typically represent the CS team members managing a customer relationship or objective — same field, different context.


Managing Built-in Fields

Built-in fields are enabled by default but can be toggled off per board. Open your board → click the gear iconFields tab. Toggle any built-in field off to remove it from views, forms, and the detail panel.

Important: Disabling a built-in field doesn't delete data — if you re-enable it later, existing values are still there. Toggling is non-destructive.

Fixed vs. Toggleable Fields

Two fields are fixed and cannot be disabled:

  • Key — the unique identifier; disabling it would break references everywhere
  • Level — the item type (Story, Task, Sub-task); fundamental to the hierarchy

All other built-in fields — including Status, Priority, Assignees, Sprint, Stage, QA Assignees, Estimated Hours, Logged Hours, Design Status, Pipeline, and all date fields — can be toggled off per board.

Board admins can enable or disable individual built-in fields per board:

  1. Open your board → click the gear iconFields tab
  2. Toggle any built-in field off to hide it from the board
  3. Hidden fields don't appear in table columns, kanban cards, or the item detail panel

Tip: For CS boards, disable engineering-specific fields like Stage, QA Assignees, and Estimated Hours to keep the interface clean and relevant for your CS team.

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