In this section, you can manage the Card Views of a given Box. Card Views allow you to create and configure different Task card layouts used to display task information in the Board module.
Task cards are used for displaying task attributes in the form of rectangular cards, which is very convenient as you can move them around and change selected attributes by dragging and dropping or inline editing field values. Any Jira issue type can be displayed as a task cards in the Board module.
Using the Card View creator, you can add different fields to the card and change the dimensions of the added field, as well as, the card itself.
Security and access
Only a user with a minimum Box admin security role can access and manage the Box configuration.
To edit the Card Views go to Box configuration > Board type module (Board is the default module name used) > Card Views
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This configuration page will not be visible if the Risks type module is deactivated or the inheritance mode is set to "Inherited only". |
Alternatively, to access this page you can click the "Manage views' button in the Card View drop-down of the Board type module:
Adding new Card Views
Click the "Add new Card View" button to add a new layout and fill in the fields marked with an asterisk. Set the visibility to "public", so other users will be able to select the view from the Card View drop-down.
For example: Robert wants to create his personal layout, so he can view the time-tracking progress on each card with available time estimates. He creates a new layout named 'Robert's Card View':
Once created, the new view appears on the list of Card View in the Box configuration and users can select the new layout using the Card View drop-down. To modify the layout, click the Card View summary link in the Summary column:
Use the Card View creator to design the card, drag-and-drop fields from the list of available fields onto the card to add a new field:
Users can now apply the new layout by selecting the layout from the Card View drop-down in the Risks module:
Active Card View
If you apply one of the available Views from the Card View drop-down, it becomes "Active" and a green check mark will show up next to its name. This means that whenever a user opens the module or returns to it, this view will be applied.
Inheritance mode
The Card Views can be inherited by the sub-level Boxes when the Inheritance mode is set to "Inherited only" or "Own with inherited" in the Box type configuration. This way, every time you create new views or edit the existing ones, all available views will be updated in the sub-level Boxes as well.
To learn more about the inheritance mode go to Board Card Views.
Editing views
Click the 'Details' button to edit the name, visibility options, and description field of a given Card View and apply the changes by hitting the 'Save' button:
Duplicating Card Views
You can duplicate an existing layout and adjust it to your needs. Click the 'Duplicate' button and the App will create a copy of a selected view:
Deleting Card Views
To delete a Card View, click the 'bin' button. You can not delete the active view and, as a minimum, there must be at least one view defined:
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