In this article, we will help you understand how to configure the Card Settings feature.
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Overview
The Card Settings list the different types of card types on the board. It could be default as well as custom card types. Each card type like User Story will have a respective card color that can be changed from the Form configuration as well as by clicking the color icon in the card designer.
You can visually design which attributes and icons need to be displayed on the card. You can also set a default list of ToDo for each card type.
Navigation
Navigate to the breadcrumb at the top and hover over the Project name, expand the Execute module, and select Execution Board. Go to More Options, and select Card Settings.
Default Board Lane
The default board lane is the lane in which the card would be placed when it is created from the Execution board. If it is None, that means No lane is selected for a card to be placed on the Execution board. In that case, if you create a card from the Execution board then by default it will go to the first lane on the Execution Board.
Similarly, if it is for example Story Grooming, then when a card is added from the Execution board then it will be placed on the Story Grooming lane of the Execution board. Note: You can set the Default Board Lane of any card type as Backlog such that the newly added card types are directly added to the backlog system by default.
Setup Default ToDos
Team members working on a card can create a ToDo to manage their work that will help complete the card.
As a team, you may want to define a set of ToDos that need to be performed for a particular card type. You can define a set of ToDos which typically represents the repetitive activities required to be done for each card type. So, when the card is created on the board, the ToDo list for a card is automatically generated and the ToDo owner needs to just update them.
You can add the default ToDos at the PT level or Project level.
Process Template Level
To add default ToDo(s) at the PT level, perform the following steps:
- Navigate in the Process Template.
- Click the Execute menu, and select Execution Board.
- Click the More Options icon and select Setup Default ToDos.
- Click the Configure icon.
- Click the Add button and add the ToDo details.
- Use the arrows to change the sequence of the ToDos.
- To delete a ToDo, select its check box and click the Delete button.
- Click Save to save the ToDo list.
- You can click PUBLISH or PUBLISH TO ALL button depending on your business need.
PUBLISH: It updates the Default ToDos for the projects created from the PT where Default ToDos have not been modified at the project level.
For example, you have a process template as Development and have created Project A and Project B from it. You then set some default ToDos through the Development PT.
The team of Project A decides to customize the default ToDos as per their business needs and so set them at the project level. While Project B accepts the ToDos as defined at the PT level without any modification. Now, if you modify the default ToDos at the Development PT, and click PUBLISH. It will only apply the changes in Project B.
PUBLISH TO ALL: It updates the Default ToDos for all the projects created from the PT.
So all the Default ToDos set at the project level are lost as they are overwritten by PT level ToDos.
As per the above example, using PUBLISH TO ALL will delete the set ToDos of Project A and will replace it with the ToDos at the Development PT. So, using PUBLISH TO ALL will apply the default ToDos to both projects A and B.
Project Level
The default ToDo(s) are added in the same way as mentioned for the PT level.
Note:
- If default ToDo(s) are set at PT level, they will be shown in the project level Default ToDo list. You can further Add or Modify the ToDos.
- Setting the Default ToDos at the project level will delink it from the PT level. So any changes applied in the Default ToDos of the PT level won’t be reflected unless PUBLISH TO ALL functionality is used.
Card Designer
Clicking the Card Designer icon opens the window where you can configure the attributes and icons to be shown on the card.
You can define the card layout by selecting the card attributes you prefer to track on the card and in the order, they should appear.
There are three sections in the Card Designer.
Please note that by default, actions & flags icons like Block, comments, tags, and % Complete are displayed in the top-right corner of the card, while actions icons like Traceability, ToDos, parent-child links, and attachments are displayed in the bottom-left corner of the card.
Flag Icons
The flag section enlists all the flags that are configured on a Form. The flags are shown on the right side of the last row of the card layout where you can show up to four flags. To show a flag on a card, drag the flag from the left panel to the Flag section in the last row below the card where it will preview the position of the flag on the card.
The flags will be shown in the same position as you have placed them in the rows below the card preview.
A mix of action items and flags (maximum up to 3) can also be shown on the top of the card layout
Note: If Action items are not shown on the left side of the last row of the card, then you can show/configure flags there. For example, if two actions are shown there and the space of two actions is left blank then that blank space can be used for 2 flags.
- Block
If you are stuck for any reason while working on a card and effectively blocked from making progress, you can seek attention to it by blocking the card.
To block a card,
- Click the Block icon.
- In the popup window, select a Blocking Reason (optional) from the drop-down and enter a Blocking Comment (mandatory).
- Click ADD BLOCK while blocking a card. The Blocking reason and the Blocking comment will be seen in a tabular form.
Hovering over the Blocked icon on a card displays the blocking reason along with the user who blocked the card.
While unblocking a card, you need to click the Block icon again, enter the mandatory Unblocking comment and click Save.
Note: You will not be able to edit, move or create a spillover of a blocked card.
- Flag
You can highlight a concern on a card by flagging it along with a comment using the flag icon. This will help you work on it before it turns into a blocked card. To remove the flag, click the flag icon again and add a comment to it.
The comments entered while flagging and unflagging a card will be seen in the comments section.
- Vote
Team members can express their choice by voting on a card so that their feedback can be tracked. The number of votes can be tracked on the Votes field of the card.
Action Items
Action items that are configured on a form are shown here like Comments & Attachments, Linked Cards, To-Do’s, Dependency links, Tags, Percent Complete, etc. These action items are shown in the first left of the last row of the card layout where you can show up to 4 action items. A mix of action items and flags (maximum up to 3) can also be shown on the top of the card layout.
Note: If flags are not shown on the right side of the last row of the card, then you can show their action items. For example, if two flags are shown there and the space of two flags is blank then that blank space can be used for 2 action items.
Card Attributes
The card attributes can be configured across two rows.
Note: Card attributes with icons will be visible in the list.
Drag and drop the attributes in the respective rows under the Preview section. The attributes will be shown in the same order as they have been configured in the row below the card.
Preview
You can get a preview of how the Detail view of a card type will look after you add or remove fields in the card type.
The sample card gives a preview, which refreshes automatically after every change. The changes are reflected when you return to the board.
Attributes Manager
The card attributes can be customized across two rows. Each Row can contain a maximum of four attributes depending on their Data Type.
A field, having Data Type as String or Date will occupy 50% of a row, while a Number as Data Type will occupy 25% of the row. So a maximum of two fields of String or Date and a maximum of four fields of Number type can be accommodated in a row.
By default, the card contains the following 6 attributes on it.
Also, to change the order, just drag the attribute and drop it in between the two attributes as you want.
% Complete
This option allows you to set the % Complete Preference for your card type. To know more about % complete, read here.
Video Reference
To dive deeper into the topic, we recommend watching the reference video available.