Knowledge Base

Edit a Card

In this article

Editing a Card

After you create a card, you can edit it by clicking the card. To close the card, click the Close icon at the top/right of the card.

KB - Cards - Editing a Card - Closing a card

Here are the possible actions you can take on a card, starting from the top.

First Section (Top)

The location of each possible action is shown in the image below.

  1. Card Label. You can change the card’s label by clicking the label on the top right of the card and selecting the new label. If you’re your board administrator, you can also customize the labels.
  1. Card Title. To change the title of your card, click the title, edit it, and press Enter.
  2. Move. One of the ways you can move your card is through this menu. Read more about it here.
  3. Copy. Read more about how you can copy your card here.
  4. Mirror (add-on). Mirroring is useful when you want to have synced duplicates of your card on another board. Read more about how it works here.
  5. Template (add-on). You can save a card as a template by following the steps here. Archive. Learn how to archive your card here.
  6. Delete. Learn how to delete your card here.
  7. Assigning Card to Owner. To assign a card to an owner, click the ‘Owner’ button. The list of the members of your board will appear, select one of them to be the owner of the card. If you view the board, the picture of the owner will now appear on the card.

Once an owner is assigned, click it again to remove them as the owner or to change their status as a watcher.

KB - Cards - Editing a Card - Removing Owner
  1. Adding Watcher(s). You can add one or more watchers to the card, learn how to do it here.
  2. Block. If there’s something blocking the progress of your card, you can block the card.
  3. Card Size. Read how card size works here.
  4. Card Priority. Read how you can prioritize your cards here.
  5. My Focus. Setting a card as My Focus is part of My Zone. Read more about My Zone here.
  6. Planned vs Actual Dates. Learn how these dates work here.
  7. Card Description. You can edit the description of the card by clicking on the ‘Add Card Description…’ field. Some formatting options will appear at the top of the text field. The changes you make in the description will be automatically saved.
KB - Cards - Editing a Card - Adding card description

Second Section (Bottom)

The second section of the card is organized in tabs, as shown in the image below.

  1. Card Metrics. Learn more about the metrics here.
  2. Checklists. Learn more about the checklists here.
  3. Comments. Learn more about how comments on cards work here.
  4. Attachments. Learn more about attachments here.
  5. Links on Cards. Learn more about how links on cards work here.
  6. Card History. Learn more about card history here.
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