Create Productboard Customer Custom Fields
Create a custom field on Settings → Fields and assign Companies, Users or both under Assigned item types. Current Productboard uses shared custom fields rather than a separate company-field setup.
Before you start: Have Maker/Admin access to create fields. Choose whether the value belongs to a company or an individual, and confirm the consuming feature supports that type.
Worked example: Service region belongs on Company, while Interview role belongs on User. Keeping those separate prevents one contact’s job title from being treated as an account-wide attribute.
Step-by-step guide
Choose the entity and type
Decide who owns the fact. If it must drive a dynamic company segment, the documented eligible custom types are text and number.
Create the field
Open Settings → Fields → Create and choose the appropriate custom type. Name Service region precisely enough to distinguish billing country.
Assign the entity type
Click the field and enable Companies in Assigned item types. Enable Users only when the same definition genuinely applies to people.
Expose it on a company grid
Use Add columns to display the field and enter a few representative values. Inspect whether different colleagues interpret the labels consistently.
Check its downstream use
Try the intended segment rule or planning display with the sample data. Resolve a wrong type or definition before populating a large directory.
Common mistakes
Following the legacy company-field menu
Current documentation says company fields are ordinary custom fields assigned to the Company entity type.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.