This how-to guide includes 6 task topics covering cover creation, cover settings, field creation, field editing, field reordering, and field hiding; all 6 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Cover | Free |
| 2 | 2. Adjust Cover Settings | Free |
| 3 | 3. Add a Field | Free |
| 4 | 4. Edit a Field | Free |
| 5 | 5. Reorder Fields | Free |
| 6 | 6. Hide a Field | Free |
How-to Guide
1. Create a Cover
Entry path: Bottom toolbar → Tools → Card Management → Cover Content
- Tap Tools on the bottom toolbar.
- In the pop-up window, open Cover Content.
- Select Do not show cover if you want to remove the current cover display.
- Select Existing field content to use an existing image or attachment field as the cover source.
- Select Add cover to create a new Image & Attachment field as the cover source.
Success Criteria
- Interface result: The cover area at the top of the card is shown or hidden based on your selection.
- Next action: You can continue to cover style settings or field management.
Tips While Using
- If you use an existing field as the cover source, make sure the field already contains image or attachment content.
- Cover settings affect how cards appear in the current board.
2. Adjust Cover Settings
Entry path: Bottom toolbar → Tools → Card Management → Cover Style
- Tap Tools on the bottom toolbar.
- Open Cover Style.
- Select Fit to show as much of the cover content as possible.
- Select Crop to fill the card cover area.
Success Criteria
- Interface result: The card cover updates immediately with the selected display style.
- Next action: You can return to the board and compare the cover effect on different cards.
Tips While Using
- When image proportions vary a lot, Fit and Crop can look very different.
- Choose the display style based on how much card content you want to keep visible.
3. Add a Field
Entry path: Bottom toolbar → Tools → Card Management
- Tap Tools on the bottom toolbar.
- In the pop-up window, select Card Management.
- Tap Add Field.
- Add the field you need so more information can appear on the card.
Success Criteria
- Interface result: The new field appears in the field list.
- Next action: You can edit the field name or type, or change its display order.
Tips While Using
- Before adding a field, decide which information really needs to appear on the card so the layout stays easy to read.
4. Edit a Field
Entry path: Bottom toolbar → Tools → Card Management → Edit
- Tap Tools on the bottom toolbar.
- Open Card Management.
- Tap Edit next to the target field.
- Change the field name and field type.
Success Criteria
- Interface result: The field list shows the updated field name or type.
- Next action: You can continue to hide fields or reorder them.
Tips While Using
- Before changing a field type, confirm that the existing data still matches the new type.
5. Reorder Fields
Entry path: Bottom toolbar → Tools → Card Management → Drag Fields
- Tap Tools on the bottom toolbar.
- Open Card Management.
- Press and hold or drag a field title.
- Move the field left or right to change its display order on the card.
- Return to the board and review the updated card layout.
Success Criteria
- Interface result: The field list order changes, and the card display order updates with it.
- Next action: Collaborators who open the same board can see the updated field order.
Tips While Using
- Field order changes are shared with collaborators.
- Place the most frequently checked fields earlier in the card layout.
6. Hide a Field
Entry path: Bottom toolbar → Tools → Card Management → Hide
- Tap Tools on the bottom toolbar.
- Open Card Management.
- Tap Hide next to the field.
- To show it again later, tap the related hide control again.
Success Criteria
- Interface result: The hidden field no longer appears on the front of the card.
- Next action: You can show the field again at any time.
Tips While Using
- Hiding a field reduces visual noise on the card, but it does not remove the field data itself.
- If the team depends on a field during collaboration, confirm the impact before hiding it.