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Edit Visual Task Board card details

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Edit Visual Task Board card details

Edit the details of the card by clicking a card on a Visual Task Board. A pop-up window appears with additional details pf the card.

Before you begin

Role required: none

About this task

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

Figure 1. Sample Visual Task Board card
Visual Task Board card

Procedure

  1. Open the Visual Task Board from the My Task Boards dashboard.
  2. Click a card on the board.
    The details for the card appear in a pop-up window.
  3. From the card details pop-window, you can:
    • Rename the card by clicking the card title and providing the new name.
    • Modify the short description.
    • Add comments or work notes in the activity stream.
    • Edit the users assigne to tasks.
    • Add a label to the card by clicking one or more of the available labels.
    • Add or edit the Due Date.If the completion of a task exceeds the due date, the date appears in red.
      Task card before due date Task card after due date
    • 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 (Attachment icon).
  3. Click Add Attachment and select a file to add as an attachment.
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