Edit Visual Task Board card details

Edit the details of the card if you need to assign tasks, add comments, change the due date, or change other features of the card.

Before you begin

Role required: none

About this task

You can edit various card details. Updating these values also updates the underlying task record.

Figure 1. Sample Visual Task Board card

Procedure

1. Open the task board from the My Task Boards dashboard.
2. Click a card on the board.
   The details for the card appear in a pop-up window.
3. Modify the card details.
   Possible modification actions include:

   • Rename the card by clicking the card title and providing the new name.
   • Modify the short description.
   • Add comments or work notes in the activity stream.
   • Edit the users assigned to tasks.
   • Add a label to the card by selecting one or more of the available labels.
   • Add or edit the Due Date.If the completion of a task exceeds the due date, the date appears in red.

     Figure 2. Due date in future

     Figure 3. Due date has passed

   • View attachment by disabling Show Compact Cards from Configuration.
   • Add or remove file attachments.
   • Archive the card (freeform boards only). Once archived, the card is not visible in active items.
   • Move the card to a different board (freeform boards only).