Difference between revisions of "Cards"

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(Cards details and settings)
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__TOC__
 
__TOC__
== Cards ==
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== Introduction to cards ==
 
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.
 
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.
  
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https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}
 
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}
  
=== Cards management ===
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== Cards management ==
  
==== Create cards ====
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=== Create cards ===
 
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.
 
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.
  
 
Remember that the ''card'' is not created until it is saved.
 
Remember that the ''card'' is not created until it is saved.
  
==== Move cards ====
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=== Move cards ===
 
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.
 
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.
  
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When using the move menu commands, ''cards'' are placed left top in the target ''lane''.
 
When using the move menu commands, ''cards'' are placed left top in the target ''lane''.
  
==== Delete cards ====
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=== Delete cards ===
 
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards''  in a repository from where they can be later restored.
 
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards''  in a repository from where they can be later restored.
  
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Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.  
 
Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.  
 
   
 
   
==== Select multiple cards ====
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=== Select multiple cards ===
 
To select more ''cards'',  click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.
 
To select more ''cards'',  click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.
  
=== Cards details and settings ===
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== Cards details and settings ==
 
Remember that the ''card'' is not created until it is saved.
 
Remember that the ''card'' is not created until it is saved.
  
 
The ''card'' contains several forms and fields that can be edited. The forms
 
The ''card'' contains several forms and fields that can be edited. The forms
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== Cards commands==

Revision as of 21:18, 16 July 2021

Introduction to cards

Cards are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change cards, you need to have the requested privilege. See Boards privileges for more information on privileges management.

Below is a short video tutorial to learn basic operations with cards.

Video tutorial on basic cards management.

Cards management

Create cards

To add a card, just press the + icon or use the lane context menu (...) in the lane where you want create the card.

Remember that the card is not created until it is saved.

Move cards

Moving card can be done visually by clicking and dragging a card. Release mouse button in the position where you want to place the card. The target location shall be in the same board.

Alternatively, cards can be moved with the card context menu. To activate the menu, click the left mouse button when your mouse cursor is on the card. Move to Lane and Move to Board menu items allow to move the card to a target destination. This works on multiple cards too.

When using the move menu commands, cards are placed left top in the target lane.

Delete cards

Cards can be removed or archived. Removing deletes definitively the cards without any possibility to restore them. Archiving moves cards in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more cards and pressing the Del key. Alternatively, cards can be deleted with the card context menu. To activate the menu, click the left mouse button when your mouse cursor is on the card, then choose Remove. This works on multiple cards too.

Archiving is performed with the card context menu. To activate the menu, click the left mouse button when your mouse cursor is on the card, then choose Archive. This works on multiple cards too.

Select multiple cards

To select more cards, click on the cards you want to select while holding down the Ctrl key or select a continuous range of cards holding down the Shift key while clicking on the first and the last of the range.

Cards details and settings

Remember that the card is not created until it is saved.

The card contains several forms and fields that can be edited. The forms

Cards commands