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Edit a Card

Who can edit a Card?

  • A Board's Owners

  • Anyone with the "Global Board Administrator" permission

 

How do I edit an existing Card?

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

  • Click 2018-03-28_1631.png in the top right corner of the Card.

  • In the resulting drop-down menu, click2018-03-28_1631_001.png.

Cards_-_Edit.jpg

 

  • In the resulting window, you can:

    • Edit the filters used on an Item or People List Card.

    • Edit the data of the Chart on a Chard Card.

    • Edit the Report used and/or any filters on a Report Card.

    • Edit the text and any files included on a Free Style Card.

    • Edit the contents of an X-Matrix Card.

    • Edit the contents of a Widget Card.

  • If you're working with a Free Style Card, click 2018-08-06_1249.png.

    • 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.

      • If you're ready to update the Card, click 2018-08-06_1251.png.

  • If you're working with any other Card type, click 2018-04-18_1333.png to apply your changes.

 

How do I reorder the Cards?

  • Click and hold the Card's header.

  • Drag and drop it in the desired spot on the Board.

    If you're moving it into an occupied column, all Cards in that column will move down one space to make room for it.

 

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 Drag_arrow.jpg icon. 

  • Click there and then drag the end of the Card to grow or shrink it to your desired height.
     

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 2018-03-28_1631.png in the top right corner of the Card.

  • In the resulting drop-down menu, hover over 2018-03-29_1232.png.

Cards_-_Layout.jpg

 

You can:

  • Customize the primary (and optional secondary) headers' appearance.

  • Click 2018-03-29_1329_002.png to move the Card down one position.

    Click 2018-03-29_1329_001.png to move the Card up one position.

    Click 2018-03-29_1329.png to move the Card one column to the right. It will be moved to the bottom position of that column.

    Click 2018-03-29_1328.png to move the Card one column to the left. It will be moved to the bottom position of that column.

  • Adjust the value in the "Height" field to adjust the height of the Card. The minimum value is 100.

 

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 2018-03-28_1631.png in the top right corner of the Card.

  • In the resulting drop-down menu, hover over 2018-03-29_1238.png.

Cards_-_View.jpg

 

  • In the resulting drop-down menu, choose the View you want to see:

    • 2018-03-29_1240_001.png - Great for wider Cards and for when you need to be able to see all the important information about each item at once.

    • 2018-03-29_1239.png - Great for smaller Cards or for when you just need a quick overview of each item.

    • 2018-03-29_1239_002.png - Great for wider Cards when you want to get an overview of which items are in each status.

    • 2018-03-29_1239_001.png - Great for when you're looking for a visual display of the hierarchy of a list.

    • 2018-03-29_1240.png - Great when you want to get a visual representation of when work took or will take place.

 
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.

 

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