Overview
Kanban cards represent leads, deals, or tasks. Manage them effectively with labels, assignments, due dates, and linked contacts.
Creating Cards
Desktop
- Click + Add Card at bottom of any column
- Or click + New button in board toolbar
- Keyboard shortcut: Press N when viewing board
Mobile
- Tap + at bottom of any column
- Or tap + floating button and select column
- Or long-press in column empty space
Desktop View
Card Details Modal
- Click any card to open full details
- Left side: Main content
- Right side: Properties panel
- Tabs: Activity, Comments, Files
Card Properties
| Property | Description |
|---|---|
| Title | Card name (required) |
| Description | Rich text details |
| Contact | Linked contact record |
| Assigned To | Team member(s) |
| Due Date | Deadline |
| Labels | Color-coded categories |
| Priority | Low, Medium, High, Urgent |
| Custom Fields | Board-specific data |
Bulk Operations
- Hold Shift and click cards to select multiple
- Click Bulk Actions in toolbar
- Apply: labels, assignments, moves, archive
Mobile View
Card Details
- Full-screen card view
- Swipe up for more details
- Tabs at bottom: Details, Activity, Files
- Action buttons in header
Editing Cards
- Tap any field to edit
- Keyboard-aware layout
- Tap outside to save
- Changes sync immediately
Moving Cards
- Long-press card to pick up
- Drag to new position/column
- Drop zone highlights
- Or tap Move in card menu
Touch Actions
- Tap card: Open details
- Long-press: Pick up to drag
- Swipe right: Quick complete/archive
- Swipe left: Quick actions menu
- Double-tap: Quick edit title
Quick Add
- Tap + shows quick add form
- Enter title only (fast creation)
- Add details later
- Smart defaults from column
Card Features
Labels
- Color-coded tags
- Create custom labels in board settings
- Multiple labels per card
- Filter board by label
Checklists
- Add checklist to card
- Check items as completed
- Progress shown on card
- Multiple checklists supported
Attachments
- Drag files to card (desktop)
- Tap attach icon (mobile)
- Images show as thumbnails
- Documents link to viewer
Comments
- Thread-style comments
- @mention team members
- Rich text formatting
- File attachments in comments
Activity Log
- Every change tracked
- Who, what, when
- Restore previous values
- Filter activity by type
Card Templates
- Create card with preset fields
- Save frequently used configurations
- Apply template from + New menu
- Share templates with team
Tips
- Use labels consistently across boards
- Set due dates for accountability
- Link contacts for quick reference
- Archive completed cards regularly
