Cards

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. Additionally, the changes done are lost if the card is not saved.

The card contains several fields that can be edited, organized in different forms: General, Appearance, Assignment, Attachments, History, Statistics and Chat.

The following table, explains the available settings for General.

Setting	Use
Title	This allows to set the title of the card, appearing visually in the card.
Description	This field contains the detailed description of the card.
Priority	This allows to define the priority of the card. Priority levels and labels can be customized. See Settings for more details.
Assigned Resources	This field is read only and shows the resources (among board members) to whom the card is assigned. Resources are assigned in the Assignment form.
Due Date	This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the card. A visual sign is displayed on the card in the board to show a due date assignment.
Planned Start	This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the card is planned to start.
Planned Finish	This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the card is planned to finish. A visual sign is displayed on the card in the board to show a planned finish assignment.
External Link	This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
Lane	This is a read only field, displaying the name of the lane where the card is positioned.

The following table, explains the available settings for Appearance.

Setting	Use
Color	It enables to modify the background colour of the card. Note that this setting overwrite the background colour deriving from the Priority settings.

The following table, explains the available settings for Assignment.

Settings	Use
Resources	This setting allows to assign resources to a card (e.g. to ask them to perform the task). All the resources invited to the board are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the card. A notification is sent to the resource when assigned (see Notifications) and a visual sign is added to the card to show the assignment.

Attachments form allows to add file attachments to the card. To add an attachment, use either one of the following methods:

• drag & drop files in the upper dotted area of the form;
• use Select files... command to select the files with the OS file explorer.

After the files are placed, they are not attached yet. To achieve this result, use the Upload & Save command. The loading process status is shown in the File area of the form.

The following table, explains the available settings for History.

The following table, explains the available settings for Statistics.

Settings	Use
Commitment Point	TBD.
Work in Progress	TBD.
Delivery Point	TBD.
Working Time %	TBD.
Defective	TBD.

The following table, explains the available settings for Chat.

Cards commands

Block / Unblock