Visor allows you to add and manage as many fields as you need. You can add fields from connected apps by using the import feature, or by manually adding them. You can also add custom Visor fields to enrich your data.

In this article, we’l take a look at the various ways you can add and manage your fields.

You just created a new workbook; so what’s next? The next step is to start adding your data. Let’s see all the ways you can add fields into Visor:

During the onboarding flow, you’ll be asked to integrate and connect with Jira. If you proceed, Visor will magically import all the high value fields you’ll likely need to use on a daily basis. No other steps needed!

Whether you want to enrich the Jira Issues you’re about to import, or you want to start with Visor fields only - you’ll be prompted to optionally add them during the onboarding flow.

Visor will suggest various common fields you may use for quick selection. Choose as many (or as little) as you’d like.

If you chose to connect with an external app after onboarding, or you want to update the connected fields displayed from your connected apps, there’s an easy path for you.

Steps:

If you want to add Visor fields after onboarding, there’s an easy path for you.

Steps:

This feature is available in the table view and in the grid section of the gantt view.

If you want to add Visor fields from the canvas section of the gantt view, or from the timeline view, there’s an easy path for you.

Steps:

If you want to insert new Visor fields from the table view, or the grid section of the gantt view, there’s an easy path for you.

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You’ve added all the fields you need to effectively manage your projects and team. Now what? You’ll want to organize your data and make sure that you can execute quickly, and communicate the state of your organization’s progress with your team and stakeholders.

Let’s see all the ways you can manage fields into Visor:

You’ve added all the fields you care about - fantastic! You probably have a mix of fields for project management in Jira, strategy focused fields around OKRs, maybe some fields for associated feedback tickets, and some other data around enriching your data.

Not every workflow requires seeing your entire dataset. Sometimes, you may want to only focus on project management, and only see fields associated with your managed Jira Issues. Or perhaps you’re about to share progress updates with leadership and just want to see Epics and OKRs. Well, there’s an easy way to hide (or show) fields that help shape the right story for your audience (you included).

Steps to hide fields:

Steps to show fields:

You may find at times that you no longer need a particular field in Visor. This may be due to importing irrelevant fields, or after realizing that a previously used field is no longer useful to you (or your team). Let’s take a look at how to delete a field:

Steps:

What the heck is a “primary label”? Great question! A primary label is the label used to refer to records in various views. While it may seem less important in the table view (it’s still critical there too), the primary label is what determines how record bars look in gantt and timeline canvas sections. In the table view, the primary label also plays an important role when you start using the Parent field in conjunction with nested records, as the primary label is used to identify parent records.

Let’s take a look at how the primary label works:

Steps to set a non-primary label field as the primary label field:

Steps to replace the current primary label field with a different one:

Super organized users tend to apply labels to their fields to more easily and quickly scan their data. If you’re looking to rename the field, look no further:

Steps

There may be points within your workflow where you might want to protect a field. What this means is that you want to preclude anyone (including yourself) from modifying values in any of the cells within the protected field. Let’s take a look at how this is done:

Steps

This feature is typically used when:

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