Meet the Card
All relevant information, documents and conversations are collected in the context of a card, which eliminates the need for time consuming inquiries, simplifies the coordination of tasks between team members and visualizes the progress in real time for everyone involved.
In this area you can view and add information that are most important to its context.
Add a due date to visualize the importance of a deadline or next mile stone.
Add users – here the big one is the one who is responsible and additional users are co-working. You can change the role of responsible by promoting a coworker that is on that card. Involved users will get notified about assignments and role changes instantly.
You can see who is following this card and receives notifications about everything that happens in this card. You can also start to follow this card here if you want, even though you are not directly listed as involved user of this particular card.
You can see who has viewed this card and when, to see whether a certain information has been seen by a certain user.
You can add the card to your MyBoard, a private board where you can plan and track your personal work load across all Boards you have access to.
Comments and Activity Stream
It consist of two types of elements:
Comments – this is when you write a message and Activities that are done on the card like card has been moved to another list or a user was removed from the card. When you are writing messages (i.e. comments or questions) you can drag other people into the conversation by mentioning them.
You mention other people using @ and type their name (i.e. @joh… for John Mayers). Once you send a message that contains mentions the people that were mentioned are notified.
The Activity Stream shows the logbook of this card and creates a time line of changes and comments. Clicking “Show more” will list a detailed history of every action related to this card since its creation.
Notes can contain a description of the card or some other information like links or lose thought fragments. (i.e. task description or an idea). It is also possible to mention people using @ like when you write messages.
To Do lists are mostly used to list sub tasks or just to structure some mini todo lists of things to be completed. Tasks can be ticked off (checked). You can create many of them and move their Tasks between Task lists or change the order of the Task lists and Notes. You can give Task lists names to give them more context. Sometimes To Do lists are used to list links, people, options, milestones, etc.
Documents can be uploaded and assigned to the card. Just drag and drop one or more documents on a card. Needed files are just a click away and always saved in the current version. Never search for the obvious again. Documents which have been assigned to a card become part of it and push information about their updates right into the activity stream of a card.
In a scenario where a single Card is complex and covers a set of activities which need to be completed i.e. by other departments that have its own Boards, you can use a Subcard functionality. Subcards are cards which are related as a child to the Parent Card and keep all Subcards divided into Subcard groups, which can have business related names for better grouping of Subcards.