1. The person responsible for the card.
2. Card number: Every card has a unique number. This number can identify the card.
3. Title: Up to 130 characters can be entered.
4. Card Color: You can choose the color of the card. This is the color of the mini-card.
5. Duplicate, Share, History of the card and Attach files:
- Duplicate: The card can be duplicated. The exact same card will be created at the same stage as the current one.
- Share: Clicking the “share” icon will open another window in your browser with a permanent link. You can copy the link and email it to the person with whom you wish to share this card.
- History: Allows you to review the activity history of the card since it was created.
- Attach: Allows you to attach up to 5 files per card with each file having a maximum of 20Mbs.
6. Type: Select the type of card. Go to "Models and Card Types" for more information.
7. Contact: If a contact was introduced in the agenda, the card can be linked to that specific contact.
8. Requester: by default, it is the person that created the card. You may assign another person to be the assignee or responsible for the card.
9. Assignee: The person responsible for the card.
10. Follower(s): users can follow cards. Following a card means they will be informed by email of any changes that occur on that card (comments, change of stage, update, etc.).
11. Priority: priority of the card (N = None, L = Low, M = Medium, H = High).
12. Privacy: By default, the card is visible by all the team members. However, it is possible to create a task privately (only the creator of the card sees that card) or semi-private, meaning that the creator of the card can invite certain users.
13. Importance: To assign a level of importance to a task.
14. Status: [required] Cards are customizable by the work team and the status will also appear in the mini card. Status indicates the state in which the task is found. The status of the cards depends on each team. They can for example:
- Indicate (show or reflect) an acceptance: Accepted or Rejected.
- Indicate a status: Task running or stopped.
- Have an additional filter, such as indicating a type of product.
15. Start Date: [optional] Can be used to indicate a starting time for, e.g. a task.
16. Due Date: [optional] This date is required for the task to appear in the calendar.
17. Description: [optional] You can enter text here and use the WYSIWYG editor to format.
18. Label(s): You can add multiple tags to a card. These serve to categorize and organize your cards more easily.
19. Sub-Tasks: Sub-tasks are supplementary actions that must be performed to achieve the more important task represented by your card.
20. Comments: An important part of teamwork is sharing observations about the work done by a team member.