Card Elements

Table of Contents

1. Introduction
2. Add a new card element
3. Arrange card elements
   • Change position
   • Hide card elements
4. Remove card elements

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Introduction

Card elements are features which make up the contents of the card. They are useful for describing task details with notes and todo lists or organizing card documents.

Every KanBo card has three major sections inside: card details on the left side, card activity stream in the center and card elements on the right side.

The right section was prepared for staff you may need to complete the task. Use card elements to create and collect necessary records.

There are four categories of card elements:

• notes
• todo lists
• child card groups
• documents

Card documents can be stored in document groups and document folders.

You can set an individual name and position for every element and create it in any quantity. Take advantage of them to make your own arrangement of the workflow.

TIP  Use these elements to make a card template for future cards.

Add a new card element

Together with card elements you can create notes, documents or even cards. 

1. Click on +Add new element on the top right part of a card.

2. Select the element you would like to add.

Read about the difference between card document group and document folder.

Arrange card elements

All card elements are editable for your convenience. 

1. Change position of elements

Use drag&drop to change the order of elements in your card. You can change the position of items inside the card element in the same way.

2. Collapse card elements

When a card element takes too much of the card's space or you don't need to see its content, try to collapse it. Click on arrow sign on the right side.

The same action is required to expand the card element again.

After collapsing a card element you will see information about it.

Each type has different information to show:

• notes - amount of its characters
• child card groups - number of child cards inside it and the completion progress
• document groups - number of documents and a date of the most recently updated document
• todo lists - number of completed items versus overall number of items

NOTE  Please keep in mind that clearing browser's cache or changing a browser will result in disappearing of the settings.

Collapsing settings per card are stored separately for each user since different users can have different focus on the same card.

Remove a card element

1. To remove an element select the three dots button next to element's name

2. Select Remove.

3. Confirm your action to finish.

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