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The fundamental unit of a board is called a card. Cards are used to represent anything from trucks, trailers, drivers, loads, etc. and appear in lists. This guide will go over most things that you will see once you are Editing a Card. Including explanations of Card Membership and the Card Actions Menu. 


Info

You can find information about Card Labeling Here.





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Card Actions Menu

The Card Actions Menu is used to quickly edit information within a Card or to move, copy, or archive the card. To access the Card Actions Menu click the Menu Icon when you are editing a Card.

On a each card you will get the following options in the Actions Menu. Note: depending on the card type you may have additional menu items available to you in addition to what is in the following list.:

  • Edit Members...
  • Edit Labels...
  • Edit Attachments...
  • Start Conversation
  • Move Card
  • Copy Card
  • Archive Card
  • Set Card as Template
  • More


Tip

Under the More Action you can find a Link to the Card you are editing. This can make it easy to share Cards with another member of the Board.

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Card Members

When a User gets added to a Card as a Member they will be alerted of updates that happen within the card. You can add Card Members at any time by clicking the Plus Icon Image Removed below Members


Edit Members

You can add a member to the card from within the card action menu. You can also add members by simply clicking on the + button on the face of the card. You will only be able to add members who are already members of the board.

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Edit Labels

Similar to members, the ability to add labels can be done in either the card face or from within the card menu.  When you click edit labels you will be presented with a number of possible colored labels. 

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Edit Attachments

Clicking on the Edit attachments will bring up the attach from wizard. Click on computer and you will be presented with a windows explorer screen. Once you select the file you want to attach it will appear on the card in the attachments tab. You can also perform this action from within the attachment tab itself.

Start Conversation

Conversations are prevalent in the system can be linked to boards or can be card specific. If you would like to link a conversation to a card you can start the conversation from within this card menu. When you press the start conversation you will be asked to provide a title for the conversation. Image Added

Once you create the conversation it will appear on the face of the card and a quick access link will appear on the bottom right side of the screen.

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Clicking on either of these links you will open the conversation screen. Once it is open you can add additional members to the conversation.