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)
• Assign Admin (choose who should own the card, or leave it unassigned)
• Value (numeric)
• Due Date
• Description (placeholder: Add a description...)
• Card Color (color swatch in the header)
• Card Icon (use the icon picker)

Save a board default card

When the same board needs repeated card setup, open an existing card and use the card menu to choose Save as Board Default. New cards on that board can start with the saved description, value, icon, color, checklists, and attachments.

If the default changes later, open a card with the updated setup and choose Update Board Default. Use Clear Board Default Card from the board menu when new cards should start blank again.

Checklists and attachments

For existing cards, you can add:

• Add Checklist to create checklist items
• Drag checklists to reorder them inside the card
• Checklist title, item, and completion changes appear in card activity
• 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.