Edit card details

When you click a card on a Visual Task Board, a pop-up window appears with additional details.

Before you begin

Role required: none

About this task

You can edit certain values from the card details. Updating these values also updates the underlying task record.

Procedure

  1. Click a card.
    The details for that card appear in a pop-up window.
  2. Alternatively, you can click an entry in the activity stream to view the details for the associated card.
  3. From the card details you can:
    • Click the card title to rename the card.
    • Modify the short description.
    • Add comments or work notes in the activity stream.
    • Edit the assignees.
    • Click one or more of the available labels to add a label to the card.
    • Add or remove file attachments.
    • Create a checklist.
    • Archive the card (freeform boards only).
    • Move the card to a different board (freeform boards only).
    Visual Task Board card details