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Edit card details

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.

Figure 1. Card details
Visual Task Board card details

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).

Add an attachment to a task card

You can add an attachment to a record within a task board.

Before you begin

Role required: none

About this task

Adding an attachment to a task card also adds the attachment to the underlying task record.

Figure 2. Add attachment
Add attachment window open in task card

Procedure

  1. Click a card.
  2. Click the attachment tab ().
  3. Click Add Attachment and select a file to add as an attachment.

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