Editing cards

Cards are the items of your workspaces. A card can be anything that you need to do or to remember: a task, a bug to fix, a person to contact, a contract, an idea…

A card is more than a title. It has fields (dates, assignees, files…), comments, sub-cards and a history. This guide shows you how to create and edit cards.

Create cards

1. Click the + at the bottom of a column.
2. Enter the title of the card.
3. Press Enter.

The card appears at once in the column, and on the screens of the other members.

When the view is grouped by a field, the new card takes the value of its column. For example, a card created in the “Doing” column of a board grouped by State is in the “Doing” state.

People who are not members of the workspace can also create cards, with a form.

Create cards by email

Each workspace has an email address. When you send an email to this address, Kantree creates a card:

• the subject of the email is the title of the card,
• the text of the email is the first comment of the card,
• the attached files are attached to the card.

You can use @username and #value in the subject, as in the title of a new card. You can also forward an email to the workspace.

To get the address, click Integrations in the workspace sidebar, then Create cards by email.

Each card also has its own addresses, at the bottom of the card: send an email to the first one to add a comment, and to the second one to create a sub-card.

Make a card recurring

Some cards come back regularly: a weekly report, a monthly invoice… Kantree can create them for you.

1. Open the card to repeat, or right-click it.
2. Click …, then Make this card recurring.
3. Choose how often (Daily, Weekly, Monthly…), the day and the time.
4. Click Create automation.

Kantree saves a copy of the card, with its fields and its sub-cards, and creates an automation that copies it at the time that you chose. You can delete or archive the original card: it does not change the automation.

To change the schedule or the copied card, open Automations in the workspace sidebar. See Automations.

Open the card

Click a card to open it. The card window opens.

1. Title: click it to change it.
2. Reference and workspace: the number of the card (#35) is unique in the workspace. Type it in a comment to link to the card.
3. History: the time that the card spent in each step (for example in each state).
4. Card type: the type of the card defines its fields. See Card types.
5. Subscription and reminders: follow the card and set reminders. See Notifications.
6. More options: all the actions on the card (copy, move, archive, share, print…).
7. Pin card: adds the card to My cards, a panel that stays at the bottom of the screen in all your workspaces.
8. Maximize the window, Minimize it to the bottom of the screen, or Close it.
9. Fields: the information of the card. See Edit the fields.
10. Comments, activities and chats: the discussion and the history of the card. Use the buttons at the top to show only the comments or the activities.
11. Comment box: write a comment. Type @ to mention a member.

At the bottom of the fields, the Sub-cards and Logs tabs show the sub-cards and the logs of the card.

To see the card next to your view, click …, then Dock to the right. To open all the cards this way, turn on Always open cards docked to the right in the Appearance menu.

Open the card menu

Right-click a card to open its menu, without opening the card. The same actions are in the … menu of the card window.

Change the title

Click the title of the card in the card window, change it, then press Enter.

Card states

Each card has a state that shows its progress: Undecided, Accepted, In Progress, Waiting, Completed, Dropped or Closed. A new card is Undecided. Kantree uses the states to compute progress and dashboards.

Most workspaces show the progress with a State field: its values are the steps of your work, for example “Todo”, “Doing” and “Done”. Each value can set the state of the card: a card in “Doing” is In Progress, a card in “Done” is Completed.

To change the state of a card:

• click a value of its State field, or drag the card to another column of a board grouped by State,
• or right-click the card, then click Mark as Done, or Mark as … to choose another state.

To mark a sub-card as completed, check the box in front of it in the Sub-cards tab.

Completed cards have their title crossed out. To show them normally, turn off Strike done cards in the Appearance menu.

See State fields to create the steps of your workflow.

Write a description

New cards have a Description field for a long text. Click it to write.

The editor formats your text: headings, bold, italic, lists, quotes, links and images. If you prefer to write in Markdown, click Markdown below the editor.

Dates

Most workspaces have a Due Date field. Date fields let you see your cards in the Calendar, Timeline and Gantt views. See Timelines.

On the cards, the color of the date changes when the date comes near and when it is past.

By default, Kantree sends a reminder to the followers of the card 24 hours before the date (before the end date for a period). To change it, hover the field, click the button above it (Date field), then Options:

• Use the same time zone for everybody.
• Send a reminder before the due date: the number of hours, or 0 to send no reminder.
• Can select a date range: the field has a start date and an end date.
• Disable date color coding.
• Unit of date selection and display: days, days with time, months or years.

Kantree also saves the date when a card is completed or closed. Some dashboard charts use it.

Attach files

To attach a file to a card, drop your files on a files field (Attachments by default), or click its +:

• Upload from your computer,
• Choose from workspace files: a file that is already in the workspace,
• Take a picture (on a phone or a tablet),
• Create drawing or Create document,
• Attach a link.

Click a file to see it without downloading it.

To remove a file, hover it, click its menu, then Delete.

Choose a cover image

A cover image shows on the card in the views. Hover an image of a files field, click its menu, then Use as card cover. To show the covers, turn on the cover image in the Displayed fields of the Appearance menu.

Paste an image

Copy an image (for example a screenshot), open a card, then press Ctrl + V (Cmd + V on a Mac). Kantree asks where to paste the image: in a files field, or in a comment.

Put cards in groups

Some fields put cards in groups. You can group, filter and sort the cards with them:

• State: the steps of your work. One value per card.
• Select: a choice in a list, for example a priority. One value per card.
• Labels: tags. Several values per card.
• Milestone: dated milestones, for example sprints or releases. One value per card.

To give a value to a card:

• click the field in the card window, then choose the value,
• or drag the card to a column of a board grouped by this field,
• or right-click the card, then use the actions.

To add a value, click the field, enter the new value, then press Enter.

Assign members

The Assignees field assigns members of the workspace to the card. Assigned members follow the card: they get notifications when it changes. The card also appears in their My work.

Add more member fields for other roles, for example “Reviewer” or “Designer”. Use an Assignees field when the people must be notified. Use a Members field to just record names, from the workspace, the team or the organization.

Edit the fields

Click a field to change its value. There are many types of fields: numbers, checkboxes, formulas, locations… See Customize cards.

Link cards

A Relationships field links a card to other cards, in the same workspace or in another one. For example: a bug and the feature that it affects, a task and the tasks that block it. See Relationships.

Add sub-cards

A card can have sub-cards. A sub-card is a full card, with its own fields and comments.

To add a sub-card, open the card, go to the Sub-cards tab at the bottom of the fields, enter a title in Add sub-card…, then press Enter.

In this list, you can check a sub-card to complete it, rename it or open it.

To show the sub-cards on the cards of a board, click the number of sub-cards on a card, or turn on Descendants in the Appearance menu.

Create a sub-board

When a card has many sub-cards, give it its own board: click Create sub-board in the Sub-cards tab. The sub-board has its own views, filters and settings, like a workspace.

The sub-boards of a workspace are listed in the Sub-boards section of the workspace sidebar. To go back up, click Go to parent board.

To remove the sub-board, open the card, click …, then Deactivate board. The sub-cards are not deleted.

Add logs

Logs record structured information on a card, with a date. The most common use is time tracking: each person logs the time spent on the card.

Open the Logs tab at the bottom of the card, then click Log something.

See the Logs guide.

Copy or move cards

You can copy (Duplicate) or move (Move) a card in the same workspace or to another workspace. Right-click the card, or use the … menu of the card, then choose the destination.

When you move or copy a card to another workspace, the card keeps all its fields. The fields that the destination workspace does not have are added to it, for all its cards. Fields with the same name and the same type in both workspaces are merged.

If you move a card into another card, it becomes a sub-card.

Share a card

• With members of the workspace: click …, then Copy card URL, and send the address. Click the QR code icon next to it to get a QR code.
• With people who are not members: click …, then Share. Anyone with the link can see the card, but cannot change it. Click Unshare to stop sharing.

Archive a card

Archive the cards that you do not need any more: your views are easier to read and load faster.

• To archive a card, right-click it, then click Archive.
• To archive several cards, right-click a card, click Select (or Select all), select the other cards, then click Archive all cards.

To see the archived cards, turn on Archived in the Appearance menu. To restore a card, open it, click …, then Restore.

Delete a card

Right-click the card, or click … in the card window, then Delete. To delete several cards, select them, then click Delete all cards.

Customize cards

See the Customize cards guide to add fields, card types and colors to your cards.