Customize cards

Cards are the smallest units of data in a project. They are flexible enough to adapt to your needs.

For instance, you can easily configure a card to be:

  • a feature request
  • a bug report
  • a deal to close
  • a candidate to recruite

The layout and attributes of a card are customizable to reflect how you want to structure your card. You can save this structure in a card model.

Of course, you should be a project admin to customize cards.

Card attributes overview

You can see an attribute as a data field for the cards. It has a specific type, a name and a position in your card.

You can give them a description (hover the question mark to see it).

due date with a description (hover the question mark to see it)

You can decide whether the attribute should be visible on a card tile (like in the Kanban board or in the My task section) or not.

here some attributes visible in a card tile

Sometimes (depending on the type), you can set a default value to an attribute.

Types of attribute

Here is a complete list of all the possible attributes:

  • Date: day, month, year and optionnaly hours and minutes (used in calendar and timeline view)
  • Files: multiple attached files from devices or urls
  • Groups: labels with extended customization possibility (like any groups in Kantree)
  • Members: list of the project members, used to assign to cards and used in the analytics, to calculate workload)
  • Number: Any number (used in the analytics, as points to calculate burndown charts and velocity)
  • Rich text content: A long text with a rich text editor (and markdown support)
  • Text field: a short text (with an optional color)
  • Time: hours, minutes, seconds
  • Yes/No value: Toggle between enabled or disabled state
  • Card: use another board as a data source, you can select a card from this board. Only one card can be selected at once
  • Card relationships: create relations with multiple other cards, if two cards as the same Card relationship attribute, the binding will be visible in each cards
  • Email
  • Indicators: Selection of icons, with custom color
  • Like/dislike button: A button where members choose between like and dislike, a voting system
  • Link: URL (you can give a few words before your URL and this words will serve as a link)
  • Location: An address displayed on a map
  • Multiple choice: Choose a value from a predefined list of items (very basic compared to the groups attribute)
  • Phone number
  • Size: choose between: S, M, L, XL (used in the analytics, as points to calculate burndown charts and velocity)
  • Skype username

Kantree also provides cosmetic attributes for better card layout customization:

  • Separator
  • Header

Edit an attribute

You can modify the name and all the options of an attribute in the project settings or in the card view by clicking on the edit button of the attribute.

open attribute settings

You will access to the attribute editor.

the attribute editor dropdown

You cannot edit the type of an attribute, you will have to delete it and create an other one with the new type.

Configure the layout of your cards in a project

A project comes with a small set of available attributes for your cards.

These are the built-in attributes in a new project:

  • Description: text content describing your card.
  • Assignees: Assign member to this card. They are automatically subscribed to the card activity.
  • Labels: colored tags to easily spot and filter related cards
  • Due date: date for when the card is due. Assignees will be reminded 24h before by email.
  • Attached files: upload file attachments

They are organized like below in your cards.

default card layout

Add attributes

In a basic card in your project, you can easily add new attributes by using the + Add attribute button in the sidebar.

edit project attributes via card view

This attributes will then be available for all cards in your current project.

What happens behind the scene is that, in a project, all the cards share a common set of available attributes. Adding a new attribute in a card with no model will extend this shared set.

Change the position of an attribute

Drag your attribute by clicking-and-holding the small handle icon

move attribute

You will have multiple area on where you can drop your attribute:

possible areas to drop an attribute

  1. above the tabs

  2. in the sidebar

  3. in a custom tab. You can create custom tab by clicking the + button at the right of the existing tabs, and choose a name for it.

move attribute

In a same area, the attributes are positionned related to other attributes of the same set (it will make sense with the next section on card models).

You can modifiy this order, by drag and dropping attributes.

A change in the position of a shared attribute will affect all the cards of your project.

Remove attribute

You can remove an attribute using the small bin icon.

delete attribute

You should take care of data loss if you want to delete an attribute. All cards which have access to the deleted attribute will lost any data attached to it.

Move card tabs

You can move tabs and on top of each other, then you can have activities and sub-cards and any other tabs visible at the same time.

Just grab them by their title, and move them wherever you want.

move-tabs

Change roles permissions

The key icon lets you change permissions of the project roles for this specific attribute.

You can find more info in our guide to roles and permissions.

Card models

Sometimes in a project, you may want to have cards representing different concepts and you may want to visually differentiate them. For example, for product management, cards can be either a bug or a feature.

Here enter card models.

It will let you create different types of card with a specific color, a specific icon and a specific set of attributes (and a few other options). Cards of this model will have access to this set of attributes in addition to the project attributes described sooner.

Add card models in your project

Create new models directly in the cards, from the model selector.

model selector

The card will instantly take the new model as its own and the attributes added now to the card will in fact be added to the new card model.

You can also create models from the project settings menu (inside the Card models tab).

model editor

Edit a model

Change the color, add an icon for your models directly in the menu by clicking on the pencil icon.

edit models

Then, cards with this model will have the same color and icon.

card with model

You can also define a default model for sub-cards of cards with this model (eg. Feature cards will have Task sub-cards, with Feature and Task being models).

Add attributes specific to a model

When a card use a model, attributes created in this card will extend the attributes of the models, unless you uncheck the option in the menu.

add attribute to model

Only cards with this model will then see the new attribute (a small hint will help you find where the attribute come from).

attribute-from-model

You can also add new attributes to model from the project settings (inside the Card models tab)

Move attributes specific to a model

You can move your model attributes like any other one.

The position will be saved relatively to the other attributes of the model, and relatively to the shared attributes of the project.

However, you cannot change the order of the shared attributes of the project only for this model, it will change for all the card of the project.

Move attribute between models

You have the possibility to move attribute between models. While performing this move, you will keep all the attribute values of your cards. You won’t loose any data.

You can also move an attribute to the project’s attributes set. Thus, the attribute will be available for all cards in your project.

To perform the move, hover the attribute, and click on the model name that appears at the top left corner.

Switch model for attribute

Then select the new model.

Attributes from organization

You can shared attributes among all your project using the default attributes of your organization.

edit-org-attributes

Then, in each project, you can choose if you want to include these attributes in your cards. You will find this option in Project settings > card models tab.

Attributes from organization cannot be moved in your card layout, they will appear at the top of the card right sidebar.

Attributes from 3rd party services

Some of our 3rd party services (like Github) add new attributes to your cards, once enabled in your projects.

These attributes cannot be moved in the card layout and they appear at the bottom of the card right sidebar.

Check the get started guide for more info about services integrations