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Planview Customer Success Center

Edit a Card

To edit a previously created card, either click the card on your LeanKit board to open it, or right-click the card and select the aspect of the card that you would like to edit.

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When editing card settings, the card preview in the bottom left-hand side of the window will reflect any changes that you make, so you know what the card will look like before you save the card.

Card Details

card details breakdown.pngOnce you open the card, in the Details tab, you can change the card’s:

When adding or removing a block, you will be asked to provide a reason/description of the block.

You can also add or remove tags from the card, select or change a parent card, and specify a link to an External URL and text description to go along with it.

Custom Fields

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Each board can have its own custom card fields. These fields can be one of four types: either free-form text, numerals, date, or a list of options in a dropdown menu. Each board can have up to four custom fields. Custom fields can be created or configured by board administrators only. Custom Fields on the cards can then be used by other board users.

Click here to learn more about Custom Fields. 

 

Tasks

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In the Tasks tab you can manage sub-tasks within any card. Read more about Tasks here.

Parent Cards

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In Planview LeanKit, you can create parent-child connections between cards. This makes it easier to track and manage the progress of work distributed across multiple teams. The Parent Cards tab allows you to easily create and view these connected cards.

To learn more about connecting cards, click here

You can only create connections to multiple parent cards in certain editions of Planview LeanKit. To see which edition of Planview LeanKit is right for you, check out our Compare Editions page

Child Cards

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In Planview LeanKit, you can create parent-child connections between cards. This makes it easier to track and manage the progress of work distributed across multiple teams. The Child Cards tab allows you to easily create and view these connected cards.  

To learn more about connecting cards, click here

Comments

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In the Comments tab, you can see all comments that users have made on this card.  To add a comment, type your message in the text editor and select Post Comment.

Attachments

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In the Attachments tab, you can view, add, or delete a card’s attachments. To add an attachment, you can simply drag the file from your computer to this window. Alternatively you can select the “browse and choose file” option and select the file that you would like to upload.  If necessary, add a file description, and then click Save Attachment.

To download an attachment from a card, simply click on the download button to the right of the file name to download.  You can also delete an attachment by clicking on its trashcan icon, or edit its description/file version by clicking on the pencil and paper icon.

Note:  Depending on your LeanKit edition, you may have different restrictions as to the maximum upload size and storage capacity of your board.

Please see our Compare Editions page for details.

Card History

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For a better understanding of when, why, and how things have happened within LeanKit, the history of each card is recorded automatically.

Once very difficult to achieve with tactile boards, now it's easy to find out information such as:

  • Who created the card
  • Who moved the card
  • Where the card was moved to/from
  • When the card was moved
  • Who assigned the card, to whom it was assigned, and when
  • Who changed the card details (e.g., description, tags, etc.)