Work with Cards

Format the Description

# This is a heading
## This is a subheading

**This is bold text**

_This is italic text_

1. Numbered list
2. Numbered list

* Bulleted list
* Bulleted list

Add Links

Add a name for links within the brackets [ ] followed by an URL within the parenthesis ( ).

[Projectplace](http://www.projectplace.com)

Click the x to hide the fields that don't have a value (gray background) where the icon changes to a plus . Click the icon again to show all of the available fields.

• Click each field to add or change the information: 
  • Add primary assignee. Assign the card to the person who is primarily responsible to get the work done. The primary assignee is the go-to contact for the card when team members have questions. The person assigned to the card will receive a ProjectPlace (in-service) notification and an email.
  • Add assignees. Additionally, you can add multiple assignees that are also working on the card. Additional assignees may work at the same level as the primary assignee or are working on the task at some point. Each assignee will receive a ProjectPlace (in-service) notification and an email.
  • Add due date. Enter a due date when the work needs to be done. 
  • Planned start date. Enter a date when the work needs to be started.
  • Connect to activity. Connect the card to an activity in the Plan or move the card to another activity. Note:  if the activity you select is not connected to the associated board, the card will no longer be visible on the board. 
  • Add label. Use labels to differentiate different types of work. You can then group the cards by their label in order to focus on one type of card (or work) at a time.
  • Create checklist. Remember and list related tasks or pieces of work necessary to complete the work associated with the card.
  • Add tags. Use tags to classify or group types of work. Select a tag from the available list, or create a new tag.
  • Attach files. Add documents (in any file format) necessary to complete the work described in the activity. Attach files from ProjectPlace, your local computer, and other cloud document services such as Box, Google Drive, Dropbox, and OneDrive.
  • Create dependencies. Set dependencies to other cards on the board or other boards in the same workspace or other workspaces that you are a member of.
  • Add points. Estimate work effort needed to complete the card by assigning point values.
  • Time reporting. Estimate work effort in hours and minutes and report time on cards. Note:  it is only possible to report and follow up on time in Projectplace Enterprise.
  • Custom fields. Custom fields allow Workspace administrators to create additional data fields for cards in the workspace. The added custom fields appears at the bottom of the card attributes list.
  • View associated risks or issues. It is only possible to view the associations in the details pane.
• Team members can add comments and discuss work progress on the card.
• Click the check box to see the history of the card such as who made progress, what progress was made, and when the work was completed.
• Use this menu to: 
  • Share the card
  • Duplicate the card
  • Move the card to another board
  • Request card assignments for team
  • Delete the card
• card title
• card status
• due date
• points
• assignee
• description

1. Click the card you want to add assignees to. The card's detail pane will open on the right side of the window.
2. Click the plus   icon to display additional card attributes.

   

3. Click Add primary assignee.

   

4. Type the first few letters of the user's first or last name and from the available list, click the name of the user who will be the card's primary assignee. Once the selection has been made, the name and picture of the primary assignee will be displayed in the first position on the card's detail pane. The primary assignee's picture is also located next to the Card title at the top of the detail pane.

   

5. Type the first few letters of the user's first or last name and from the available list, click the name of the user you want to add as an assignee. Once the selection has been made, the name and picture will be listed in the assignees section of the card, under the primary assignee section.

   

6. Click the Add assignee  icon to add additional assignees.
7.  Hover the cursor over the Assignee name you want to promote.
8. Click the Make primary  icon to replace the existing primary assignee with the replacement you have selected.

   

9. The initial primary assignee has been replaced with the new primary assignee and has been removed from the Assignees list.

• Point estimation. Estimate the relative size of work on a card using the planning poker estimation with points http://en.wikipedia.org/wiki/Planning_poker. This will help the team break down work tasks into suitable sizes. You can get a good overview of the progress in the burn-up chart. When you select to base the chart on points, you will see the results in the burn-up chart.
• Time estimation. Estimate how many hours it will take to complete the work on a card in the Time reporting section of the detail pane. Note:  it is only possible to report and follow up on time in Projectplace Enterprise.

1. Click the card you want to create a check list for. The card's detail pane will open on the right side of the window.

   

2. Click the plus   icon to display additional card attributes.
3. Click Create checklist.

   

4. Click Add new item and type the name of the task in the available Name item field.

   

5. Hover the cursor over the checklist item you want to move. On the left side of the checklist item, click and hold on the move  icon. Drag the checklist item to the new location (either above or below its current location) and release the click to set the checklist item in its new location.

   

6. If you want to delete a checklist item, hover the cursor over the checklist item you want to delete. Click the delete X icon that appears on the right. 
7. Click the card you want to convert checklist items into cards. The card's detail pane will open on the right side of the window.
8. Hover the cursor over the checklist card attribute.
9. Click the card  icon on the right to convert the entire checklist into individual cards.
10. Click the card you want to convert checklist items into cards. The card's detail pane will open on the right side of the window.
11. Click Create checklist.
12. Hover the cursor over the Checklist item you want to convert.
13. Click the card  icon on the right to convert the checklist item into a card.
14. Click the card you want to add a tag to. The card's detail pane will open on the right side of the window.
15. Click the plus   icon to display additional card attributes.

    

16. Click Add tags.
17. Select a tag from the dropdown menu. If the tag you want to add is not available, click Create new tag to create a tag.
18. Open the detail pane for the card that you want to duplicate.
19. Click the more options icon  and select Duplicate.
20. Open the detail pane by clicking the card you want to block.
21. Click the (plus) icon to open and edit the available card fields.
22. Click the Mark as blocked field.
23. Type the reason the card is being blocked.
24. Navigate to the card you want to share and click the card to open a detail pane appearing on the right side of the window.
25. Click the more options  icon from the top right corner of the detail pane and select Share.
26. Copy the URL and paste it in the desired location or just click the Copy button.
27. Click the card you want to base a card template on to open its detail pane.
28. Click the More menu and select Create template based on card.

    

29. If desired, rename the card template.

30. Click Create.

    

31. Click the card you want to move, or use one of the different multi-select options for cards: hold the Shift key on the keyboard and with the use of the pointer, select multiple cards or drag the pointer over cards to select them, or press Ctrl key (Mac users, press the Command key), then click each card you want to move.
32. In the detail pane that appears, click the more options  icon and select Move to another board.
33. Select the desired workspace (if you want to move to another workspace) in the Workspace list. This list includes the available workspaces you are a member of.  Note: the name of the workspace you are currently in is the default for the Workspace list.  This step is only needed if you wish to move the card or cards to another workspace. 
34. Select the board you wish to move the card to in the available Board list.
35. Click Move to confirm
36. Open the detail pane of the card that you want to delete.
37. Click the more options  icon.
38. Select Delete.
39. Click the Delete button to confirm.

Sentiment Analysis Feedback

Users can give feedback on the sentiment score via two icons at the end of the row (thumbs up or thumbs down). This helps us to become better at giving you a more accurate sentiment on the card. The thumbs voting options  are located at the same place the sentiment score is presented within the card.