How to Use WPS Kanban View Card Management on iOS

Use WPS Kanban View Card Management on iOS through 6 how-to topics, including creating covers, changing cover display, adding fields, editing fields, reordering fields, and hiding fields; 6 items are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Create a Cover

Entry path: Bottom toolbar → Tools → Card Management → Cover Content

1. Tap Tools on the bottom toolbar.
2. Open Cover Content in the pop-up panel.
3. Select No Cover if you do not want to show a card cover.
4. Select Existing Field Content to use an existing image or attachment field as the cover.
5. Select Add Cover to create a new image and attachment field for the cover source.

Success Criteria

• Interface result: The card cover area is shown or hidden based on your selected option.
• Next action: You can continue to cover display settings or field management.

Tips While Using

• If the record does not contain an available image or attachment field, the cover may not display as expected.
• After adding a cover field, upload or attach the related content so the card can display it properly.

2. Change Cover Display

Entry path: Bottom toolbar → Tools → Card Management → Cover Display

1. Tap Tools on the bottom toolbar.
2. Open Cover Display in the pop-up panel.
3. Select Fit to make the cover adapt to the display area.
4. Select Crop to crop the cover to the card area.

Success Criteria

• Interface result: The card cover changes to Fit or Crop mode.
• Next action: You can return to the board and compare the display result.

Tips While Using

• Different image proportions may produce different results in Fit and Crop modes.
• Choose the display mode that keeps the most important visual content visible.

3. Add a Field

Entry path: Bottom toolbar → Tools → Card Management

1. Tap Tools on the bottom toolbar.
2. Open Card Management.
3. Tap Add Field.
4. Return to the card to review the display result after the field is created.

Success Criteria

• Interface result: The new field appears in the field list.
• Next action: You can continue to edit, reorder, or hide fields.

Tips While Using

• After adding a field, check whether the field type matches your workflow needs.

4. Edit a Field

Entry path: Bottom toolbar → Tools → Card Management → Edit

1. Tap Tools on the bottom toolbar.
2. Open Card Management.
3. Tap Edit next to the target field.
4. Change the field name and field type.

Success Criteria

• Interface result: The field name or field type is updated successfully.
• Next action: The updated field can continue to be used on cards.

Tips While Using

• Before changing a field type, confirm whether the change will affect how existing record content is displayed.

5. Reorder Fields

Entry path: Bottom toolbar → Tools → Card Management → Drag fields

1. Tap Tools on the bottom toolbar.
2. Open Card Management.
3. Press and hold or drag a field title.
4. Move the field left or right to change its order.
5. Return to the board and confirm that the card layout matches your expectation.

Success Criteria

• Interface result: The field display order on the card changes.
• Next action: Collaborators can view the updated field arrangement.

Tips While Using

• Field order changes are shared with collaborators.
• Place key information such as status, owner, or due date earlier in the card when needed.

6. Hide a Field

Entry path: Bottom toolbar → Tools → Card Management → Hide

1. Tap Tools on the bottom toolbar.
2. Open Card Management.
3. Tap Hide next to the field.
4. Tap the same control again if you want to show the field later.

Success Criteria

• Interface result: The target field is hidden from the card or shown again.
• Next action: You can continue adjusting the display state of other fields.

Tips While Using

• Hiding a field changes card display only and does not remove the field data itself.
• Keep the most useful collaboration fields visible so cards still contain enough context.