Edit a Card

Who can edit a Card?

  • The Board Owner
  • The Board's Editor(s)
  • Any User with a System Role that grants them the Board Administrator permission if the Board is in a Network Location they can access

How do I edit an existing Card?

Two Line OfieNOTE: You cannot edit the contents of a Nested Board List Card. KaiNexus will automatically update this Card depending on which Boards are nested underneath.

Open the Board containing the Card you want to edit, then:

  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, select Edit.

Freestyle Card Ellipses Menu Edit

  • In the resulting Edit Card window, you can:
    • Edit the filters used on an Item or People List Card.
    • Edit the data of the Chart on a Chart Card.
    • Edit the Report used and/or any filters on a Report Card.
    • Edit the text and any files included on a Freestyle Card.
    • Edit the contents of an X-Matrix Card.
    • Edit the contents of a Widget Card.
  • After making the desired edits to your Card, click Save to apply your changes.
    • If you're working with a Freestyle Card, first click Preview & Save.
      • In the resulting window, confirm that your Card looks correct.
      • If you want to make more changes, click Back to Edit in the bottom right corner.
      • Click Save to apply your changes.

How do I rearrange a Card on a Board?

There are two ways to reorder a Card's location on a Board.

The first way is to:

  • Click and hold the Card Header.
  • Drag and drop it in the desired spot on the Board.

Two Line OfieNOTE: If you're moving the Card into a column occupied by other Cards, all Cards in that column will move down one space to make room for it.


The second way is to: 
  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, hover over Layout.
  • In the resulting drop-down menu, you can:
    • Click Move Down to move the Card down one position.
    • Click Move Up to move the Card up one position.
    • Click Move Right to move the Card one column to the right. It will be moved to the bottom position of that column.
    • Click Move Left to move the Card one column to the left. It will be moved to the bottom position of that column.

How else can I configure a Card's appearance?

If you want to quickly change the height of a Card:

  • Hover over the bottom edge of the Card - your mouse will change into a icon. 
  • Click on the bottom edge of the Card and then drag the end of the Card to grow or shrink it to your desired height.

How do I customize a Card's Headers?

If you want to customize the Card's header, manually change the Card's position on the Board, or manually enter a new height for your Card or adjust the headers:

  • Click the ellipses icon in the top right corner of the Card.
  • In the resulting drop-down menu, hover over Layout.

You can:

How can I change the View of an Item List Card?

Open the Board containing the Card with which you want to work, then:

  • Click the ellipses icon in the top right corner of the Card.
    • Detail: Great for smaller Cards or for when you just need a quick overview of each item.
    • List: Great for wider Cards and for when you need to be able to see all the important information about each item at once.
    • Tree: Great for when you're looking for a visual display of the hierarchy of a list.
    • Kanban: Great for wider Cards when you want to get an overview of which items are in each status.
    • Gantt: Great when you want to get a visual representation of when work took or will take place.
    • Calendar

For information on changing the columns displayed on a People or Item List Card, check out this support document.

For information on changing the legend's settings or which data series should be shown on a Chart Card, check out this support document.