What is a Flavor?
What we call a Flavor is an additional structuring level for projects and tasks.
Flavors are essentially custom fields that you can name freely, that can have a wide range of properties, and that you can populate with any values. Together with the filtering and analysis options, this opens up many useful scenarios.
Properties of Flavors
- Flavors can be assigned to both projects and tasks. The procedure is basically the same for both actions, with one difference: For projects, Flavors are managed in the Master data, while for tasks they are managed in the task dialogs.
- If no Flavor has yet been assigned to a project or task, the dialog provides a
Show Flavorsbutton to display the Flavor area and add the first Flavor. - As soon as a Flavor has been added to a project or task, it will appear from then on in the Flavor area above the standard fields.
Using Flavors
You create a Flavor as follows:
- Open the task dialog or the Master data of a project.
- If no Flavors have been added yet, select
Show Flavors. A new area appears. - Select the plus icon in the table header.
- Select from existing Flavors or define a new Flavor yourself by entering it in the search field at the top. The field is used both for searching and for entering a new Flavor.
- The Flavor is now added and you can edit the properties of the Flavor.
Configure / manage Flavors
When you select a Flavor, you can configure various settings.
The following options are available:
- Change the title of the Flavor.
- Select a Flavor type (see below).
- Select the background color of the Flavor.
The background color applies to the field as a whole, not to the individual values. - Select
Configureto manage additional properties. - Select
Hide Flavorto determine the display properties of the Flavor: - Depending on the type, an additional area appears here in which values can be selected, e.g. for the
Listtype (= single selection) or theMulti-selectiontype.
Note
As soon as values have already been stored for a Flavor, the Flavor type can generally no longer be changed.
Exception: Users with admin permissions can still change the Flavor type. Only the types into which the current Flavor can be converted are offered.
A warning dialog appears before the change. Changing the type can permanently affect or delete existing values, formulas, or links and cannot be automatically undone. Therefore, review the change carefully before confirming it.
Define conditions for Flavor values
Conditions can be defined for Flavors to validate entries and specify certain value ranges.
To do this, enable the Define condition option in the Flavor configuration.
You can also define a validation description and a color for conditions that are not met.
In the following example, the entered value does not meet the defined condition. The value is therefore highlighted in color and marked with a note.
Note
Conditions are checked directly when editing a Flavor. This makes it easier to identify and correct invalid values.
Types of Flavors
The range of Flavor types is constantly growing. The following types are currently available:
-
Text– If the Flavor should simply contain text. -
Number– The value is formatted as a number. Optionally, values can be automatically summed from subtasks. -
List– Selection list for multiple options (single selection). -
Multi-selection– Multiple values can be selected. -
Date– The value is formatted as a date field. -
Checkbox– Selection field with the values Yes/No. -
Person– Selection field for users in the system. -
URL– Formats web addresses as clickable links. -
Email– Formats values as an email field with a mailto link. -
Formula– Enables the calculation of numerical values, date and time values.
Learn more here. -
Relation– Creates links to other tasks or projects.
The metadata fields display metadata of the respective task or project that can be added as a field.
Sum values of a Number Flavor from subtasks
For Flavors of the type Number, you can specify that the value of a parent task is automatically calculated from the values of its subtasks.
To do this, open the Flavor configuration of the Number Flavor and enable the option for automatic summation from subtasks.
If the function is enabled, values are always entered at the lowest existing task level. Parent values are calculated automatically.
- If a task has no subtasks, you can enter the value of the Number Flavor directly in that task.
- As soon as the task has subtasks, the value of the parent task is automatically summed from the values of the subtasks.
- The automatically calculated value of the parent task can then no longer be entered directly.
- If there are multiple hierarchy levels, the calculation continues accordingly from bottom to top.
Example: If a main task has three subtasks with the values 10, 20, and 30, the Number Flavor in the main task automatically displays the value 60.
If another level of subtasks is subsequently created below one of these subtasks, values are again entered at the lowest level. The value of the subtask above it and then the main task are calculated automatically.
Note
Automatic summation only takes place if the corresponding option has been enabled in the configuration of the Number Flavor. Manual entries are then only possible at the respective lowest task level.
Add multiple selection values at once
For Flavors of the type List or Multi-selection, you can add multiple selection values at once. To do this, copy the desired values line by line and paste them when adding a new value.
The individual entries are automatically added as separate selection values.
Define the value order for List or Multi-selection types
Define the order of the values of a List or Multi-selection Flavor yourself. You can arrange the values manually using drag & drop or sort them alphabetically using the sorting function. By selecting the sorting function again, you can switch between ascending and descending order.
Placeholder for selection Flavors
For Flavors of the type List or Multi-selection, a placeholder is displayed as long as no value has been selected. By default, this is “Empty”.
You can customize the displayed placeholder in the Flavor configuration. This allows you, for example, to display your own hint text instead of “Empty” that better matches the respective field.
Once a value is selected, the placeholder is replaced by the corresponding selection.
Flavor contexts in filters
The context defined for a Flavor is also taken into account in filter selection menus. Flavors are grouped there into separate categories according to their context, e.g. by tasks, projects, or people. This makes it easier to select Flavors more specifically when filtering.
Displaying Flavors in different views
Flavors are currently displayed in three places within the app:
- In the task dialog / project dialog
- Below cards in the Board view (on mouse-over)
- As a column in the List views of tasks or projects. Flavors can be displayed individually there.
Delete / remove Flavors
If Flavors are displayed in task dialogs or project Master data, they can be removed from the respective context via the Flavor's context menu > ✖️ Remove Flavor.
However, this action does not delete the field from the system, but only removes it from the respective context.
If you want to permanently delete a Flavor from the system, proceed as follows:
- Open the context menu of the Flavor you want to delete.
- Select
Delete permanently.
Note
This action deletes the Flavor from the system. The Flavor will no longer be available afterwards and will be removed from all objects in which it was used.
Flavor Manager
The Flavor Manager provides a central overview and management of all Flavors available in the workspace. You can find it via the menu Settings → Flavors.
This overview displays all Flavors with the following information:
-
Title– Name of the Flavor -
Total– how often the Flavor is used in total -
Projects– Number of projects in which the Flavor is used -
Tasks– Number of tasks that use the Flavor -
Status reports– Number of status reports in which the Flavor is used -
Type– Field type of the Flavor (e.g. Text, Number, List, etc.)
The Flavor Manager is particularly useful for reviewing existing Flavors, cleaning up duplicate or unused fields, and ensuring consistent field structures throughout the workspace.
In the overview, all Flavors are automatically grouped by their Type. This allows you to see at a glance which data types exist (e.g. Text, Number, List, etc.) and how many Flavors are available for each type. Expanding a group displays the individual Flavors.
From here, you can also edit or delete Flavors directly. Changes apply system-wide to all tasks and projects in which the respective Flavor is used.
Note
Access to the Flavor Manager requires admin permissions in the workspace. Users without this permission do not see the Settings menu item.
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