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Creating and Managing Cards

📝 Creating and Managing Cards

Purpose

Cards represent individual tasks or action items.

How to create a card

  1. Go to your Team Board

  2. Click Add Card

  3. Enter a title

  4. Save

Editing a Card

Click a card to open the full details.

Fields explained

Title
The name of the task.

Description
Detailed notes about the task.

Due Date
Optional deadline for completion.

Participants

You can assign people to a card.

Participant roles may include:

  • Assignee (responsible for completing the task)

  • Commenter (can contribute updates)

  • Viewer (can view only)

Note

Only people assigned to a card (in whatever role) will receive email notifications of updates when comments are added or changes are made.

Comments

Use comments to:

  • provide updates

  • ask questions

  • track discussions

Activity History

Each card keeps a record of actions such as:

  • updates

  • comments

  • status changes

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