Creating Cards

Add a card

You can add cards from the board header or from any stage.

Card details

Cards support these fields and controls:

• Card title (click the title to edit)
• Stage (use the stage selector to move the card)
• Select Contact (search contacts or click Create Contact)
• Value (numeric)
• Due Date
• Description (placeholder: Add a description...)
• Card Color (color swatch in the header)
• Card Icon (use the icon picker)

Checklists and attachments

For existing cards, you can add:

• Add Checklist to create checklist items
• Attachments to upload or view files (paperclip menu)

Activity and comments

Use the activity panel to review changes and add comments. The comment box uses the placeholder Write a comment....

Move or reorder cards

Drag a card to reorder it within a stage or move it between stages.

Delete a card

Open the card menu and choose Delete Card.