How to customize the card layout

As a user, you will be able to easily customize the information you want to display based on the condition of your card.

Note

This feature requires the prior setting of an admin user.

You will be able to:

  • Make the content of the card contextual to display only the information necessary for the current state of the card

  • Show or hide information depending on the state of the card for specific fields or entire blocks

  • Have different card layouts for type variations on a given object, manage processes, etc.

Card_layout.png

Change the card's layout

In order to change the layout of the card, all you have to do is modify the “Status” field at the top left of each card.

It is possible to have different layouts depending on the values of your fields in order to show contextual information.

For instance, if you select the value “Idea”, the form block displays:

  • Goals

  • PM Charge

  • Estimated man/weeks

  • Previous release

The second block contains a Whiteboard.

The third block displays the documents linked to the map.

Idea_Card_layout_description.png

If you switch your card to the “In development” state, the card then displays the following fields in the Information block:

  • Strategic axis

  • Goals

  • Alert

  • Product Manager

The Whiteboard is replaced by a form containing the caption, the previous release and the responsible PM.

Finally, the third block contains:

  • The tasks linked to the corresponding card

  • A discussion block

  • A block for linked documents

  • block dedicated to the deliverables linked to the task

  • Other blocks depending on the settings

In_Development_Card_layout_description.png