TASK MANAGEMENT / Custom Tracker Types

FAQs

FAQs

Custom Tracker Types

Define your own tracker types in Nimbalyst with YAML config files or from Settings. Custom types get the same board, detail view, and AI integration.

Beyond the seven built-in types, you can define your own tracker types: customer feedback, interview questions, content briefs, or whatever else your project tracks. Custom types get the same kanban board, detail view, and AI integration as built-in types. Define them as YAML files, or edit them visually from Settings.

Where to Define Custom Types

Create YAML files in your project's .nimbalyst/trackers/ directory. Each file defines one custom tracker type. Nimbalyst loads these definitions when the workspace opens.

A kanban board for a custom Customer Feedback type with New, Reviewing, Planned, Shipped, and Won't Fix columns, and the type listed in the sidebar

A custom Customer Feedback type on the board, with its own status columns and its own entry in the type list.

Example: Customer Feedback

# .nimbalyst/trackers/customer-feedback.yaml
type: customer-feedback
displayName: Customer Feedback
displayNamePlural: Customer Feedback
icon: feedback
color: "#f59e0b"

modes:
  inline: true
  fullDocument: false

idPrefix: fb
idFormat: ulid

fields:
  - name: title
    type: string
    required: true
  - name: status
    type: select
    default: new
    options:
      - value: new
        label: New
        icon: fiber_new
      - value: reviewing
        label: Reviewing
        icon: psychology
      - value: planned
        label: Planned
        icon: event
      - value: shipped
        label: Shipped
        icon: rocket_launch
      - value: wont-fix
        label: Won't Fix
        icon: block
  - name: source
    type: select
    options:
      - value: support
        label: Support Ticket
      - value: interview
        label: User Interview
      - value: survey
        label: Survey
      - value: social
        label: Social Media
  - name: customerName
    type: string
  - name: priority
    type: select
    options:
      - value: low
        label: Low
      - value: medium
        label: Medium
      - value: high
        label: High
      - value: critical
        label: Critical

roles:
  title: title
  workflowStatus: status
  priority: priority

Field Types Reference

TypeDescriptionOptions
stringSingle-line textminLength, maxLength
textMulti-line text--
numberNumeric valuemin, max
selectSingle choice from optionsoptions array with value, label, icon, color
multiselectMultiple choicesSame as select
dateCalendar date--
datetimeDate and time--
booleanTrue/false toggle--
userPerson reference--
arrayList of valuesitemType
relationshipLink to other tracker itemsrelationshipTypeKey, targetTrackerTypes, multiValue, inverseFieldId
urlWeb address with an optional display label--
objectStructured value with nested fieldsschema

For how relationship fields behave once defined, see Linking Tracker Items.

Field Properties

PropertyDescription
nameField identifier (used in code and YAML)
typeOne of the types listed above
requiredMust have a value when creating
defaultInitial value for new items
displayInlineShow in compact inline view (default: true)
readOnlyCannot be edited by users

Roles

Roles map your custom fields to standard tracker behaviors:

RolePurpose
titleWhich field is the item's display title
workflowStatusWhich field drives kanban columns
priorityWhich field is the priority level
assigneeWhich field is the item owner
tagsWhich field contains categorization tags
progressWhich field tracks completion percentage
dueDateWhich field is the deadline
startDateWhich field is the start date
reporterWhich field records who reported the item
externalKeyWhich field shows an external issue or pull-request identity
prMergedStatusStatus value to apply when a linked pull request merges

Schema Properties

PropertyDescriptionDefault
typeUnique identifier for this typeRequired
displayNameSingular display nameRequired
displayNamePluralPlural display nameRequired
iconMaterial Design icon nameRequired
colorHex color for the iconRequired
modes.inlineShow as inline markers in markdowntrue
modes.fullDocumentCan be a full markdown documentfalse
idPrefix2-3 character prefix for IDsRequired
idFormatID generation: ulid, uuid, or sequentialulid
creatableCan users create items of this typetrue
primaryCapableCan this type be an item's primary typetrue
supportsTagsAutomatically provide the standard tags field and roletrue
sharingOwnership of the tracker schema and items: personal or teampersonal
draftByDefaultIn a team tracker, create new items as private draftsfalse

Editing a Type from Settings

You do not have to hand-write YAML. Open Settings > Project > Trackers, select a type, and choose Customize.

For a built-in or custom type, you can:

  • Change the singular and plural labels, icon, and color.
  • Add, rename, reorder, or remove workflow statuses.
  • Give each status its own label, icon, and color.
  • Add fields and configure their type, default value, and other properties.
  • Assign field roles such as title, workflow status, priority, owner, tags, progress, and dates.

The preview shows how the type and its workflow will appear before you save. Changing a built-in type creates a project-level override; it does not modify Nimbalyst's built-in default for other projects.

Built-in types you have changed show Reset to default. Resetting removes the project's override and restores the current Nimbalyst definition, including its original fields and statuses.

When Files and Settings Drift

Nimbalyst keeps a local copy of each type's schema in step with the YAML files in .nimbalyst/trackers. If the two diverge, for example after pulling a teammate's changes in git, a Schema files are out of sync warning appears and names the types that differ. Click Resync from files to bring the app back in line with the YAML on disk.

Organize Tracker Types into Folders

Tracker type folders keep a long list of workflows manageable without changing the type itself.

Tracker type navigation organized into PM and Engineering, Marketing, and Customers folders

Group related Tracker types into folders and keep the most important workflows in a deliberate order.

Create folders from the Tracker type navigation, move types into or out of a folder, and drag folders or types into a manual order. Choose All to view items across every folder.

Folders organize the navigation only. Moving a type does not change its fields, workflow, issue keys, or existing items.

In a Nimbalyst Team project, the folder structure and manual order synchronize so teammates see the same organization.