Types of Cards

Item List Cards

A compilation of Items that fit certain criteria.

An Item List Card is a list of Items that meet your selected filter criteria. They help you easily find the Items that require action or relate to your responsibilities. 

Example of an Item List Card. 

Two Line OfieThe filters on an Item List Card work in conjunction with any Board filters or Location filters.

Keep reading to learn about the following:

Add an Item List Card

Who can add an Item List Card?

  • The Board's Owner, if they have the "Create Boards" permission.
  • The Board's Editors, if they have the "Create Boards" permission.
  • Anyone with the "Board Administrator" permission for Boards in that Board's Location.

Two Line OfieBoards can have up to 16 Cards. Once a Board has 16 Cards, you won't be able to add or copy additional Cards to that Board. 

Add a new Item List Card

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

  • Click Add in the top right corner of the Board.

A Board with an arrow pointing to the Add button

  • Click Item List in the resulting drop-down menu and the Item List Card window will open.
    • Name (required): The name will appear in the Card's primary header and can be used to identify this Card.
    • Add any necessary filter rules.
    • Click Add. The Card will be created and added to the top left position on the Board.

Copy a custom Item List onto a Board

Open the Custom List with which you want to work, then:

  • Click Actions at the top of the page.
  • Click Copy to Board in the resulting drop-down menu and the Copy to Board window will open.
    • Choose Existing: Use this field to search for and select the Board to which this list should be added.
    • Click Copy. The List will be added to the top left position on the Board as a Card with the same name.

Managing Item List Cards

The following people can update and configure existing Item List Cards:

  • The Board's Owner, if they have the "Create Boards" permission.
  • The Board's Editors, if they have the "Create Boards" permission.
  • The Card's Editors
  • Anyone with the "Board Administrator" permission for Boards in the Board's Location.
  • Anyone who can access the Board and has the "Card Administrator" permission for Cards in the Card's Location.

Edit an Item List Card's filters

To edit an Item List Card's filters, locate the Card with which you want to work, then:

  • Click the ellipsis in the top right corner of the Card.

A Board with an arrow pointing to an Item List Cards ellipsis

Ofie Profile PicPro Tip: Do you want to change how many Items appear on each page of your Item List Card? While editing your Card, expand the Item Filter's View Options. In the Max field, you can pick how many Items should appear on each page. This is a great way to create a Card showing only your top Items or prevent Board viewers from needing to scroll through a long List.

Edit an Item List Card's View

There are six Item List View Types. Each View provides a unique way to display and organize the Items in your List. 

Most Views can be customized. To edit an Item List Card's View:

  • Select the ellipsis in the top right corner of the Card. 
  • Select the View in which you want the list to be shown — Detail, List, Tree, Kanban, Gantt, or Calendar. The Item List Card will refresh and then be displayed in the chosen View.

After you've chosen the appropriate View, you can further customize the Item List Card's format. To do so:

  • Click the ellipsis in the top right corner of the Card.
  • Hover over the current View (which will be highlighted) and click the pencil icon that appears to its right. 
  • The options on the resulting Edit View window depend on the current View, as described below.
    • Detail View
       
      • In Detail View, you can customize which information to display for each Item in your List. 
        • Search: Use this field to search for and select additional Item Details to include. 
        • The order in which you add Item Details does not matter. When you save your changes, the Item Details will automatically be rearranged into the default order of information. 
        • To remove an Item Detail, hover over it so that it's highlighted blue and select the x icon that appears to its right. 
        • To remove all Item Details, select Clear
      • Default Expanded Card View: Expand the drop-down to choose in which View this list should open when expanded. By default, the expanded list will use the same View as the regular Card.
      • Click Save.
    • Kanban View:
      • Under the Card View Columns header, each column currently displayed on the Item List Card will be listed. Any changes made to this section will affect only the appearance of the Card itself.
        • Search for Columns: Expand the drop-down to choose any additional columns that should be shown on the Card.
        • To remove an existing column, hover over it so that it's highlighted blue and click the x button that appears to its right.
        • To remove all existing columns, click Clear Columns.
        • To change the order of the included columns, drag and drop them into the desired positions.
      • Under the Expanded Card View Columns header, each column currently displayed in the expanded version of the Card will be listed. Any changes made to this section will only affect the appearance of the expanded version of the Card.
        • Search for Columns: Expand the drop-down to choose any additional columns that should be shown on the expanded view.
        • To remove an existing column, hover over it so that it's highlighted blue and click the x button that appears to its right.
        • To remove all existing columns, click Clear Columns.
        • To change the order of the included columns, drag and drop them into the desired positions.
      • Under the Copy header:
        • Click the right arrow to copy the formatting from the "Card View Columns" section to the "Expanded Card View Columns" section.
        • Click the left arrow to copy the formatting from the "Expanded Card View Columns" section to the "Card View Columns."
      • Under the Item Details header, you can customize which information to display for each Item in your List. 
        • Search: Use this field to search for and select additional Item Details to include. 
        • The order in which you add Item Details does not matter. When you save your changes, the Item Details will automatically be rearranged into the default order of information. 
        • To remove an Item Detail, hover over it so that it's highlighted blue and select the x icon that appears to its right. 
        • To remove all Item Details, select Clear
      • Default Expanded Card View: Expand the drop-down to choose in which View this list should open when expanded. By default, the expanded list will use the same View as the regular Card.
      • Click Save.
    • The List, Tree, and Gantt Views:
      • Under the Card View Columns header, each column currently displayed on the  Item List Card will be listed. Any changes made to this section will affect only the appearance of the Card itself.
        • Search for Columns: Expand the drop-down to choose any additional columns that should be shown on the Card.
        • To remove an existing column, hover over it so that it's highlighted blue and click the x button that appears to its right.
        • To remove all existing columns, click Clear Columns.
        • To change the order of the included columns, drag and drop them into the desired positions.
        • To change a column's minimum width, enter the desired number of pixels in the column's Min Width field.
        • To change a column's maximum width, enter the desired number of pixels in the column's Max Width field.
      • Under the Expanded Card View Columns header, each column currently displayed in the expanded version of the Card will be listed. Any changes made to this section will only affect the appearance of the expanded version of the Card.
        • Search for Columns: Expand the drop-down to choose any additional columns that should be shown on the expanded view.
        • To remove an existing column, hover over it so that it's highlighted blue and click the x button that appears to its right.
        • To remove all existing columns, click Clear Columns.
        • To change the order of the included columns, drag and drop them into the desired positions.
        • To change a column's minimum width, enter the desired number of pixels in the column's Min Width field.
        • To change a column's maximum width, enter the desired number of pixels in the column's Max Width field.
      • Under the Copy header:
        • Click the right arrow to copy the formatting from the "Card View Columns" section to the "Expanded Card View Columns" section.
        • Click the left arrow to copy the formatting from the "Expanded Card View Columns" section to the "Card View Columns."
      • Default Expanded Card View: Expand the drop-down to choose in which View this list should open when expanded. By default, the expanded list will use the same View as the regular Card.
      • Click Save.
    • Calendar View:

      • Default Expanded Card View: Expand the drop-down to choose in which View this list should open when expanded. By default, the expanded list will use the same View as the regular Card.
      • Click Save.

Ofie Profile PicPro Tip: Changes you make to a Card's columns in the Edit View window will be applied when you PDF the Board or Item List Card.  

Working with Item List Cards

Bulk change Items from an Item List Card

You may find yourself needing to update several Items on a Card with the same information. Rather than opening and editing each Item one at a time, you can bulk change them directly from the Item List Card.

To bulk change Items, you must have the appropriate permissions to make any given change to each of those Items. If you don't have the right permissions to make the chosen change to one of the selected Items, that Item will not be affected by the bulk change.

Two Line OfieFor detailed information about bulk changing Items, check out this article

View an Item List Card's Impact

Two Line OfieOnly people with the "View Report Data" and "View Impact" permissions will be able to generate an Impact Summary Report.


If you're interested in the total impact of the Items included on the Item List Card, you can generate an Impact Summary Report exclusively for those Items. To do so, locate the Card with which you want to work, then:

  • Click the ellipsis in the top right corner of the Card.

A Board with an arrow pointing to an Item List Cards ellipsis

  • Click Impact in the resulting drop-down menu and the Report will open.

Two Line OfieFor more information about the Impact Summary Report, check out this article.

Search an Item List Card

To search for a particular Item in an Item List Card:

  • Hover over the Card and click the magnifying glass icon that appears in its top right corner. The "Search Card" field will appear.

A Board with an arrow pointing to an Item List Cards magnifying glass

  • Enter your search term into this field and hit enter/return or click the magnifying glass icon again to search the list.
  • Click the x icon that appears next to the magnifying glass to cancel your search.

Quickly Edit Items on your Card without opening the Item

When you are viewing an Item List Card, you can edit Items from the Card without needing to open the Item. Check out this article for information on how to edit Items in a List. 

Expand an Item List Card

Expand the Item List Card when you want to see the List in full screen. This is a great way to increase focus on the Card and view the List in more detail. 

To expand a Card: 

  • Hover over the Card and select the expand icon. 

Ofie Profile PicPro Tip: Any Quick Filters on the Board will be present in the expanded view of the Item List Card. 

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