Cards setup on Virtosoftware Guides & Docs

Styles

Fri, 22 Nov 2024 20:13:38 +0000

You can specify colors for the body (i.e., background), border, and font on task cards.

Styles

You can define custom conditions for color-coding tasks. To create a condition, click “Add style rule.” For example, the first condition applies a black border and green background to all tasks created by me.

In the second example, high-priority tasks are assigned a pink background.

If the condition is true for a task, it will appear as shown in the screenshot below.

Comments

Fri, 22 Nov 2024 20:13:32 +0000

You can add comments to your tasks. When you create a quick board, its source list contains the “KanbanComments” field by default. In other cases, you must manually add this comments column to your list.

To view comments, click on a task and switch from the “Description” tab to the “Comments” tab.

Comments tab

You can mention a user in the comments by typing @username. The default comment notification should be enabled in the Kanban Board settings.

Full view

Fri, 22 Nov 2024 20:13:23 +0000

In full view, you can adjust the create/edit task form and choose which list fields to display.

The checkbox “open form by double-click” allows you to open this form by double-clicking on the task. You can change the order of the fields in the full form by selecting a field and moving it up or down in the list using the arrows.

Full view settings

Full view

Short view

Fri, 22 Nov 2024 20:13:17 +0000

A short view is a group of fields that appear in the task pop-up window (also known as the tooltip). You can change the order of the fields in the full form by selecting a field and moving it up or down in the list using the arrows.

Short view settings

When you click on a task, the short view will appear. You can switch to the full view from here using the toggle. The full view displays the create/edit form for a task.

Task information

Fri, 22 Nov 2024 20:13:11 +0000

In this section, you can customize task information and card appearance. Select a field to be displayed as the task title.

You can add any list field to display as the task title on the board (for example, project name).

You can choose up to three fields to be displayed simultaneously as the card title.

Select a field containing users assigned to a task (choose a user-type field for the “Users field”). You can enable the user notification feature.

Board fields

Fri, 22 Nov 2024 20:13:03 +0000

If you’re creating a board from a custom list (not a quick board), you can add missing fields in the board settings. When you have selected a list and moved to the “Cards Setup” step, review the fields. Some will already be selected, while others will not.

Board fields

You should select the following fields: the visual date field, the text field for adding comments, and the allow labels field. If the list does not contain an appropriate option, click “Add new field” next to it—there’s no need to navigate to the list settings to add fields.