Editing cards

Cards are not as simple as a clever title. You can add a lot more information on you cards which helps you collaborate with your team.

Cards are the most simple items in your project and usually represent information you want to organize in your project. It can be anything that needs to get done or remembered: a task to complete, a book to read, a person to contact, a place to visit, an object to design, etc.

Create cards

First, start a project and create a group in which to add your cards. A group is an easy way to organize cards together. You can create as many groups as you want, and as many types of group (or “project context”) as needed.

  • click the + sign at the bottom of a column
  • type the card title
  • press enter to save it.

add kanban card

The card will show as a tile in the group, and appear instantly on the screen of your collaborators connected to the project.

Press ctrl + enter to open the card directly after creating it.
When you are creating a card, add @username in its title and you will automatically assign it, add #group and your card will be added to any groups. You can add multiple @username and #group.
You can also create a card as a link to another card in your project.

Let external people create cards by using Forms.

Create cards by email

Send emails to a project and it will automatically create cards. Get the project email address in the project menu.

project email

Your email subject will provide the card title, and your email content will be added as a comment to your card.

You can also use @username and #group in your email subject to directly assign your card to any member of the project and to add your card in any groups.

create card by email

Markdown syntax is accepted to format your comment.

You can mention people in your comment so that they will be notified.

Open the card

Just click on a card to access its content: this is the card view.

You can open it as a window…

popup card

… or as a docked panel.

docked card

Switch between the two by clicking this button:

dock button

By default, the card includes:

card layout

  1. Title: the name of your card

  2. Reference of the card: this reference is unique in the project (linkable in comments)

  3. Groups: the groups which the card belongs to

  4. History: how much time the card has been in a group, with author and duration (see how to add cards to groups)

  5. Card current model: a card model is a saved card structure which define what attributes your card can have or which color your card has

  6. Card action menu: Archive, Copy, Move, Delete and more

  7. Sub-board: sub-level of the card to organize its sub-cards

  8. Description: this is an attribute of your card that let you add some text content to it, like describing an idea or how to reproduce a bug

  9. Attributes: any type of information for the card. Kantree comes with built-in attributes, but you can add your own

  10. Activity: list of all the comments, logs and changes made to the card. You can add new comments or logs data

  11. Comment: add a comment to the card, with @mention

  12. Sub-cards: sub-cards of the card, which can be managed in this checklist or in the sub-level board

  13. Add Attribute button (project admin only): let you add attribute to the current card model. If the card has no model, the attribute will be added to the default attributes set available for every card in this project (learn more in the customize card guide)

You can filter your activity stream. The filter will be set for all cards in the project.

open the contextual menu

You can act on a card through the contextual menu: right-click a the card tile to access this menu.

contextual menu

Edit the title

You can edit the name of a card by clicking the title in the card view or from the action menu:

edit card title

State of cards

All Cards have an inner state.

This inner states are used to calculate analytics on your projects (see the report guide).

By default, a new card is in undecided state. An icon appears on the card tile to indicate the current state of the card. You can select between:

  • dropped
  • accepted
  • in progress
  • waiting
  • completed
  • closed

card states

The state can be modified from:

In addition to these states, you can switch to a group that has been previously linked to a state. This kind of groups will appear in the state list.

extended card states

Assign a state to a group. When a card is dropped, its state will be automatically changed. You can define this behaviour in the group settings.

Note that you can mark cards as completed from the sub-cards tab.

mark as done

Completed cards appear strikedthrough.

completed card

Describe your cards with formatted texts

You can add formatted text to your cards. By default, cards have a Description field.

Kantree provide you a rich text editor so that you can enhanced your text.

rich text editor

Kantree provide you a lots of options: multiple types of title, quote, bold, italic, lists, links and image.

The image selector is pretty straightfoward and let you store images in your file attributes.

If you don’t want to use the rich text editor there is a also simple markdown editor.

switch between editors

If you close your editor before you have saved your text, we got you covered by creating a temporary save and you can start your text where you left it.

start your text where you left it

Cards and dates

Cards don’t have any builtin editable dates.

They have a hidden finished date which is set when a the state of the card is marked as completed or closed.

This hidden date is used in some analytics charts.

By default, cards have a due date attribute to quickly schedule a task.

pick a date

You have the possibility to set a start and an end dates instead of a single date.

date range for date

To pick a single date, click twice on the same date.

This date appears on the card tiles and its color changes according to the time (grey, yellow, red).

card with date

An email reminder is sent to card subscribers 24 hours before its term (if its a date range, it is 24 hours before the end date).

You can change this date attribute or add more dates to your card by changing the card model.

If you define multiple date attributes, only the closest date will be displayed in the card tile.

The dates coming from attributes are used in the calendar and the timeline

Attach files

To attach a file to a card, click the + sign in the file attribute, or drag and drop the files in the indicated zone. You can attach multiple files at once, or add a URL.

drop a file

Once uploaded, your files will appear as a thumbnail, which you can click to access to file. Images can be previewed in a gallery.

Images of yours files attributes can be use in your description and comments to illustrate them.

illustrate content

Remove an attach file by clicking the cross button in the top right corner of the thumbnail.

Select cover image

Click the small image icon in the top-left corner of the thumbnail (visible on hover) to use this image as cover for the card tile.

card cover

Add card to groups

In Kantree, the cards of a projects are organized by groups.

Groups can either come from project context or group attributes.

New project are created with three default types of group: Lists and Milestones coming from contexts and Labels coming from attributes.

You can create your own project contexts and group attributes to manage your cards in more dimensions, such as epics, components, versions, teams, etc.

You can add a card to any group:

add group by drag and drop

  • via the header of the card modal

add group by card header

  • via the group attributes

add group by attribute

  • via the action and contextual menus

add group by contextual menu

This groups are used in some analytics charts of the Reporting tool.

Assign members

The attributes Assignees let you assign members of the project to the card. This also subscribe this member to the card. He is notified of any change on the card.

assign member

You can add more member attributes to specify different assignments (Like Reviewer, Testeur, Writer, Developer, Designer….).

Edit other attributes

There is a lot more types of attribute available for your card. You can have a list of them in the customize card guide.

Add relation between cards

Card and Card relationship attribute let you bind cards between each other. You will find more on this in the guide “Organize your projects”.

Add sub-cards

Add sub-cards to a card from the sub-cards tab. A sub-card is itself a card!

add checklist

From this list, sub-cards can be renamed, mark as completed or opened as a card.

You can display your sub-cards right in your Kanban. Just click on the number of sub-cards button.

tasks in tile

In basic mode only 3 sub-cards are displayed. You can expand the list to display all the sub-cards.

In basic mode, uncompleted cards are displayed first in the list.

You can keep displaying sub-cards of sub-cards going down to the bottom of your project’s card hierarchy.

Create a sub-level

You can attach a sub-board to a card simply by clicking the Create board button in the card header.

create-board

This create a new level in the hierarchy of your project. You can create as many levels as you want.

In your sub-board, you have access to all the project tools (contexts, filters, tools, saved views…). You can move your sub-cards in the kanban board.

Get a recap of all the sub-boards of a project with the hierarchy panel.

hierarchy-browser

You can pin a (sub) board to access it directly from your dashboard without navigating the hierarchy of cards. Simply click the bookmark button in the card settings menu in its detailed view. The board will then appear both on your dashboard and in the navigation menu.

Add logs

In your card, you can log any kind of structured information. The most obvious application of this feature is time tracking.

Log-in-card

Learn more in the Logs guide.

Copy or move cards

Copy or move the card somewhere else in the current project, or to a different project and organization.

Customize cards

Go to the customize cards guide to learn how you can leverage Kantree features to better visualize the difference between your cards.